Triad Investment Management’s American Express AXP Stock Holding History

Triad Investment Management’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	$1.3M	Sell	4,296 -3,842	-47%	-$1.29M	1.53%	25
2025 Q4	$3.01M	Buy	+8,138	New	+$2.91M	3.05%	14
2024 Q1	$1.85M	Hold	8,138	–	–	2.25%	21
2023 Q4	$1.52M	Hold	8,138	–	–	2%	23
2023 Q3	$1.21M	Hold	8,138	–	–	1.77%	25
2023 Q2	$1.42M	Hold	8,138	–	–	1.97%	22
2023 Q1	$1.34M	Hold	8,138	–	–	1.95%	20
2022 Q4	$1.2M	Hold	8,138	–	–	1.88%	21
2022 Q3	$1.1M	Hold	8,138	–	–	1.91%	21
2022 Q2	$1.13M	Hold	8,138	–	–	1.67%	27
2022 Q1	$1.52M	Hold	8,138	–	–	1.44%	28
2021 Q4	$1.33M	Buy	+8,138	New	+$1.39M	1.21%	30
2020 Q4	$981K	Hold	8,138	–	–	1.09%	31
2020 Q3	$812K	Hold	8,138	–	–	1.15%	30
2020 Q2	$771K	Sell	8,138 -672	-8%	-$61.9K	1.04%	30
2020 Q1	$750K	Hold	8,810	–	–	1.3%	26
2019 Q4	$1.09M	Sell	8,810 -608	-6%	-$72.7K	1.06%	36
2019 Q3	$1.04M	Buy	9,418 +608	+7%	+$74.6K	1.13%	34
2019 Q2	$1.08M	Sell	8,810 -604	-6%	-$70.9K	1.12%	33
2019 Q1	$1.03M	Buy	9,414 +604	+7%	+$63.5K	1.05%	34
2018 Q4	$840K	Buy	+8,810	New	+$922K	1.1%	34

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

Triad Investment Management's AXP Position: Q1 2026 in Review

Triad Investment Management reduced its American Express (AXP) stake by 47% in Q1 2026, selling an estimated $1.29M and leaving 4,296 shares worth $1.3M. The position accounts for 1.53% of the portfolio, ranked #25.

Triad Investment Management first reported a position in AXP in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.01M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Triad Investment Management held 4,296 shares of American Express worth $1.3M as of Q1 2026.
Triad Investment Management sold 3,842 American Express shares in Q1 2026, an estimated $1.29M.
American Express made up 1.53% of Triad Investment Management's portfolio in Q1 2026, its #25 holding.
Triad Investment Management first reported a position in American Express in Q4 2018 and has held it in 21 quarters since.
Triad Investment Management's American Express position peaked at $3.01M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Triad Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.