Trifecta Capital Advisors’s American Express AXP Stock Holding History

Trifecta Capital Advisors’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	$174K	Hold	575	–	–	0.03%	113
2025 Q4	$213K	Sell	575 -41	-7%	-$14.7K	0.03%	100
2025 Q3	$205K	Sell	616 -32	-5%	-$10.2K	0.03%	104
2025 Q2	$207K	Buy	648 +32	+5%	+$9.01K	0.03%	98
2025 Q1	$166K	Hold	616	–	–	0.03%	85
2024 Q4	$183K	Hold	616	–	–	0.04%	85
2024 Q3	$167K	Hold	616	–	–	0.04%	87
2024 Q2	$143K	Sell	616 -50	-8%	-$11.6K	0.03%	94
2024 Q1	$152K	Sell	666 -221	-25%	-$45.8K	0.04%	86
2023 Q4	$166K	Buy	887 +1	+0.1%	+$161	0.05%	87
2023 Q3	$132K	Sell	886 -390	-31%	-$63.8K	0.04%	94
2023 Q2	$222K	Hold	1,276	–	–	0.07%	81
2023 Q1	$210K	Sell	1,276 -1	-0.1%	-$166	0.07%	82
2022 Q4	$189K	Buy	+1,277	New	+$189K	0.08%	87

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

Trifecta Capital Advisors's AXP Position: Q1 2026 in Review

Trifecta Capital Advisors held its American Express (AXP) position steady in Q1 2026 at 575 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #113.

Trifecta Capital Advisors first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $222K in Q2 2023. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Trifecta Capital Advisors held 575 shares of American Express worth $174K as of Q1 2026.
Trifecta Capital Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #113 holding.
Trifecta Capital Advisors first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's American Express position peaked at $222K in Q2 2023.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.