Tennessee Valley Asset Management Partners’s American Express AXP Stock Holding History

Tennessee Valley Asset Management Partners’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	$535K	Buy	1,768 +42	+2%	+$14.1K	0.07%	112
2025 Q4	$639K	Sell	1,726 -67	-4%	-$24K	0.08%	100
2025 Q3	$595K	Hold	1,793	–	–	0.08%	99
2025 Q2	$572K	Hold	1,793	–	–	0.15%	46
2025 Q1	$482K	Buy	1,793 +12	+0.7%	+$3.55K	0.08%	101
2024 Q4	$528K	Sell	1,781 -11	-0.6%	-$3.16K	0.09%	89
2024 Q3	$488K	Buy	1,792 +66	+4%	+$16.4K	0.08%	97
2024 Q2	$400K	Buy	+1,726	New	+$400K	0.07%	105
2024 Q1	–	Sell	-150	Closed	-$28K	–	166
2023 Q4	$28K	Buy	+150	New	+$24.1K	﹤0.01%	300

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

Tennessee Valley Asset Management Partners's AXP Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its American Express (AXP) stake by 2.4% in Q1 2026, buying an estimated $14.1K and bringing the position to 1,768 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #112.

Tennessee Valley Asset Management Partners first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. The position peaked at $639K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Tennessee Valley Asset Management Partners held 1,768 shares of American Express worth $535K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 42 American Express shares in Q1 2026, an estimated $14.1K.
American Express made up 0.07% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #112 holding.
Tennessee Valley Asset Management Partners first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
Tennessee Valley Asset Management Partners's American Express position peaked at $639K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.