TPW
AXP icon

Talon Private Wealth’s American Express AXP Stock Holding History

Talon Private Wealth’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 		$923K Buy
+3,051
New +$1.02M 0.12% 109
2025
Q2 		$1.01M Buy
3,153
+314
+11% +$88.4K 0.14% 97
2025
Q1 		$764K Buy
+2,839
New +$839K 0.1% 106
2024
Q4 		– Sell
-209
Closed -$56.7K – 306
2024
Q3 		$56.7K Buy
+209
New +$52K 0.01% 101

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Talon Private Wealth's AXP Position: Q1 2026 in Review

Talon Private Wealth opened a new position in American Express (AXP) in Q1 2026: 3,051 shares worth $923K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in AXP as recently as Q2 2025.

Talon Private Wealth first reported a position in AXP in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Talon Private Wealth held 3,051 shares of American Express worth $923K as of Q1 2026.
  • American Express was a new Talon Private Wealth position in Q1 2026.
  • American Express made up 0.12% of Talon Private Wealth's portfolio in Q1 2026, its #109 holding.
  • Talon Private Wealth first reported a position in American Express in Q3 2024 and has held it in 4 quarters since.
  • Talon Private Wealth's American Express position peaked at $1.01M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.