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Tred Avon Family Wealth’s American Express AXP Stock Holding History

Tred Avon Family 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 		$1.16M Sell
3,844
-371
-9% -$124K 0.39% 69
2025
Q4 		$1.56M Buy
4,215
+83
+2% +$29.7K 0.51% 44
2025
Q3 		$1.37M Buy
+4,132
New +$1.31M 0.47% 53

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tred Avon Family Wealth's AXP Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its American Express (AXP) stake by 8.8% in Q1 2026, selling an estimated $124K and leaving 3,844 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #69.

Tred Avon Family Wealth first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.56M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Tred Avon Family Wealth held 3,844 shares of American Express worth $1.16M as of Q1 2026.
  • Tred Avon Family Wealth sold 371 American Express shares in Q1 2026, an estimated $124K.
  • American Express made up 0.39% of Tred Avon Family Wealth's portfolio in Q1 2026, its #69 holding.
  • Tred Avon Family Wealth first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's American Express position peaked at $1.56M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.