Tilia Fiduciary Partners’s American Express AXP Stock Holding History

Tilia Fiduciary 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	$2.29M	Buy	7,562 +464	+7%	+$156K	1.26%	29
2025 Q4	$2.63M	Buy	7,098 +225	+3%	+$80.5K	1.45%	21
2025 Q3	$2.28M	Buy	6,873 +21	+0.3%	+$6.68K	1.32%	31
2025 Q2	$2.19M	Buy	6,852 +416	+6%	+$117K	1.33%	32
2025 Q1	$1.73M	Buy	+6,436	New	+$1.9M	1.15%	35
2023 Q3	–	Sell	-300	Closed	-$52.3K	–	123
2023 Q2	$52.3K	Hold	300	–	–	0.05%	204
2023 Q1	$49.5K	Buy	300 +134	+81%	+$22.2K	0.05%	210
2022 Q4	$24.5K	Hold	166	–	–	0.02%	267
2022 Q3	$23K	Hold	166	–	–	0.02%	269
2022 Q2	$23K	Hold	166	–	–	0.02%	275
2022 Q1	$31K	Buy	166 +100	+152%	+$18.1K	0.03%	263
2021 Q4	$11K	Buy	+66	New	+$11.3K	0.01%	401

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

Tilia Fiduciary Partners's AXP Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its American Express (AXP) stake by 6.5% in Q1 2026, buying an estimated $156K and bringing the position to 7,562 shares worth $2.29M. The position accounts for 1.26% of the portfolio, ranked #29.

Tilia Fiduciary Partners first reported a position in AXP in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Tilia Fiduciary Partners held 7,562 shares of American Express worth $2.29M as of Q1 2026.
Tilia Fiduciary Partners bought 464 American Express shares in Q1 2026, an estimated $156K.
American Express made up 1.26% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #29 holding.
Tilia Fiduciary Partners first reported a position in American Express in Q4 2021 and has held it in 12 quarters since.
Tilia Fiduciary Partners's American Express position peaked at $2.63M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.