TABR Capital Management’s American Express AXP Stock Holding History

TABR Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-673	Closed	-$249K	–	57
2025 Q4	$249K	Buy	+673	New	+$241K	0.17%	39

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TABR Capital Management's AXP Position: Q1 2026 in Review

TABR Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 673 shares — an estimated $249K sold.

TABR Capital Management first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

TABR Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
TABR Capital Management sold 673 American Express shares in Q1 2026, an estimated $249K.
TABR Capital Management first reported a position in American Express in Q4 2025 and held it in 1 quarter.
TABR Capital Management's American Express position peaked at $249K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TABR Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.