Tacita Capital’s American Express AXP Stock Holding History

Tacita Capital’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	$75.6K	Hold	250	–	–	0.04%	116
2025 Q4	$92.5K	Sell	250 -40	-14%	-$14.3K	0.05%	110
2025 Q3	$96.3K	Hold	290	–	–	0.06%	105
2025 Q2	$92.5K	Hold	290	–	–	0.06%	101
2025 Q1	$78K	Hold	290	–	–	0.06%	106
2024 Q4	$86.1K	Sell	290 -150	-34%	-$43.1K	0.06%	103
2024 Q3	$119K	Hold	440	–	–	0.08%	96
2024 Q2	$102K	Hold	440	–	–	0.07%	99
2024 Q1	$100K	Buy	440 +80	+22%	+$16.6K	0.07%	108
2023 Q4	$67.4K	Hold	360	–	–	0.05%	122
2023 Q3	$53.7K	Hold	360	–	–	0.04%	141
2023 Q2	$63K	Hold	360	–	–	0.05%	123
2023 Q1	$59K	Hold	360	–	–	0.04%	123
2022 Q4	$53K	Hold	360	–	–	0.04%	124
2022 Q3	$49K	Hold	360	–	–	0.04%	118
2022 Q2	$50K	Hold	360	–	–	0.03%	135
2022 Q1	$67K	Hold	360	–	–	0.04%	124
2021 Q4	$59K	Buy	360 +260	+260%	+$44.3K	0.03%	132
2021 Q3	$17K	Hold	100	–	–	0.01%	164
2021 Q2	$17K	Sell	100 -565	-85%	-$88.5K	0.01%	169
2021 Q1	$94K	Hold	665	–	–	0.06%	113
2020 Q4	$80K	Buy	+665	New	+$73.7K	0.05%	116

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

Tacita Capital's AXP Position: Q1 2026 in Review

Tacita Capital held its American Express (AXP) position steady in Q1 2026 at 250 shares worth $75.6K. The position accounts for 0.04% of the portfolio, ranked #116.

Tacita Capital first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $119K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Tacita Capital held 250 shares of American Express worth $75.6K as of Q1 2026.
Tacita Capital left its American Express share count unchanged in Q1 2026.
American Express made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #116 holding.
Tacita Capital first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's American Express position peaked at $119K in Q3 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.