TAGStone Capital’s American Express AXP Stock Holding History

TAGStone 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	$2.9M	Buy	9,578 +21	+0.2%	+$7.04K	1.02%	28
2025 Q4	$3.54M	Sell	9,557 -200	-2%	-$71.6K	1.32%	23
2025 Q3	$3.24M	Hold	9,757	–	–	1.28%	25
2025 Q2	$2.9M	Buy	9,757 +53	+0.5%	+$14.9K	1.2%	25
2025 Q1	$2.61M	Buy	9,704 +240	+3%	+$70.9K	1.28%	21
2024 Q4	$2.81M	Buy	9,464 +108	+1%	+$31K	1.38%	22
2024 Q3	$2.54M	Buy	9,356 +113	+1%	+$28.1K	1.3%	22
2024 Q2	$2.14M	Buy	9,243 +26	+0.3%	+$6.02K	1.21%	22
2024 Q1	$2.1M	Buy	9,217 +37	+0.4%	+$7.67K	1.23%	22
2023 Q4	$1.72M	Buy	9,180 +36	+0.4%	+$5.79K	1.12%	24
2023 Q3	$1.36M	Buy	9,144 +33	+0.4%	+$5.4K	1%	25
2023 Q2	$1.59M	Buy	9,111 +37	+0.4%	+$5.97K	1.14%	24
2023 Q1	$1.5M	Buy	9,074 +26	+0.3%	+$4.31K	1.12%	23
2022 Q4	$1.34M	Buy	9,048 +30	+0.3%	+$4.45K	1.1%	27
2022 Q3	$1.22M	Buy	9,018 +28	+0.3%	+$4.24K	1.13%	26
2022 Q2	$1.25M	Buy	8,990 +29	+0.3%	+$4.79K	1.19%	25
2022 Q1	$1.68M	Buy	8,961 +19	+0.2%	+$3.43K	1.41%	21
2021 Q4	$1.46M	Buy	+8,942	New	+$1.52M	1.22%	25

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

TAGStone Capital's AXP Position: Q1 2026 in Review

TAGStone Capital increased its American Express (AXP) stake by 0.22% in Q1 2026, buying an estimated $7.04K and bringing the position to 9,578 shares worth $2.9M. The position accounts for 1.02% of the portfolio, ranked #28.

TAGStone Capital first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.54M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

TAGStone Capital held 9,578 shares of American Express worth $2.9M as of Q1 2026.
TAGStone Capital bought 21 American Express shares in Q1 2026, an estimated $7.04K.
American Express made up 1.02% of TAGStone Capital's portfolio in Q1 2026, its #28 holding.
TAGStone Capital first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
TAGStone Capital's American Express position peaked at $3.54M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.