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Thoroughbred Financial Services’s American Express AXP Stock Holding History

Thoroughbred Financial Services’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 		$1.31M Buy
4,322
+86
+2% +$28.8K 0.08% 237
2025
Q4 		$1.57M Sell
4,236
-9
-0.2% -$3.22K 0.09% 201
2025
Q3 		$1.41M Buy
4,245
+711
+20% +$226K 0.09% 214
2025
Q2 		$1.13M Sell
3,534
-3,296
-48% -$928K 0.08% 242
2025
Q1 		$1.84M Sell
6,830
-538
-7% -$159K 0.11% 186
2024
Q4 		$2.19M Sell
7,368
-99
-1% -$28.4K 0.13% 149
2024
Q3 		$2.02M Sell
7,467
-147
-2% -$36.6K 0.13% 152
2024
Q2 		$1.76M Buy
7,614
+3,853
+102% +$892K 0.12% 170
2024
Q1 		$856K Sell
3,761
-4,467
-54% -$926K 0.08% 222
2023
Q4 		$1.54M Buy
8,228
+38
+0.5% +$6.12K 0.12% 159
2023
Q3 		$1.22M Buy
8,190
+4,262
+109% +$697K 0.12% 181
2023
Q2 		$684K Buy
3,928
+1
+0% +$161 0.09% 217
2023
Q1 		$647K Buy
3,927
+1
+0% +$166 0.1% 210
2022
Q4 		$580K Buy
3,926
+2
+0.1% +$296 0.09% 221
2022
Q3 		$529K Sell
3,924
-412
-10% -$62.4K 0.1% 202
2022
Q2 		$601K Sell
4,336
-19
-0.4% -$3.14K 0.11% 188
2022
Q1 		$814K Buy
4,355
+2,492
+134% +$450K 0.13% 166
2021
Q4 		$304K Buy
1,863
+325
+21% +$55.4K 0.06% 265
2021
Q3 		$257K Buy
1,538
+1
+0.1% +$167 0.06% 264
2021
Q2 		$254K Hold
1,537
– – 0.06% 261
2021
Q1 		$217K Buy
+1,537
New +$203K 0.06% 255
2020
Q2 		– Sell
-3,244
Closed -$278K – 217
2020
Q1 		$278K Buy
3,244
+590
+22% +$68.6K 0.1% 186
2019
Q4 		$330K Hold
2,654
– – 0.11% 183
2019
Q3 		$314K Hold
2,654
– – 0.12% 177
2019
Q2 		$328K Buy
2,654
+187
+8% +$22K 0.12% 147
2019
Q1 		$270K Sell
2,467
-694
-22% -$72.9K 0.11% 186
2018
Q4 		$301K Buy
+3,161
New +$331K 0.15% 138

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

Thoroughbred Financial Services's AXP Position: Q1 2026 in Review

Thoroughbred Financial Services increased its American Express (AXP) stake by 2% in Q1 2026, buying an estimated $28.8K and bringing the position to 4,322 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #237.

Thoroughbred Financial Services first reported a position in AXP in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.19M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Thoroughbred Financial Services held 4,322 shares of American Express worth $1.31M as of Q1 2026.
  • Thoroughbred Financial Services bought 86 American Express shares in Q1 2026, an estimated $28.8K.
  • American Express made up 0.08% of Thoroughbred Financial Services's portfolio in Q1 2026, its #237 holding.
  • Thoroughbred Financial Services first reported a position in American Express in Q4 2018 and has held it in 27 quarters since.
  • Thoroughbred Financial Services's American Express position peaked at $2.19M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.