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Trinity Legacy Partners’s American Express AXP Stock Holding History

Trinity Legacy 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 		$5.5M Buy
16,833
+557
+3% +$187K 1.19% 37
2025
Q4 		$6.02M Buy
16,276
+19
+0.1% +$6.8K 1.38% 24
2025
Q3 		$5.86M Buy
16,257
+62
+0.4% +$19.7K 1.35% 28
2025
Q2 		$5.05M Sell
16,195
-90
-0.6% -$25.3K 1.23% 35
2025
Q1 		$4.92M Sell
16,285
-4,542
-22% -$1.34M 1.25% 34
2024
Q4 		$6.18M Buy
20,827
+491
+2% +$141K 1.59% 21
2024
Q3 		$5.62M Sell
20,336
-1,503
-7% -$374K 1.44% 27
2024
Q2 		$5.06M Buy
21,839
+159
+0.7% +$36.8K 1.44% 25
2024
Q1 		$4.94M Sell
21,680
-2,496
-10% -$518K 1.45% 24
2023
Q4 		$4.53M Buy
24,176
+56
+0.2% +$9.01K 1.43% 25
2023
Q3 		$3.6M Buy
24,120
+1,133
+5% +$185K 1.24% 29
2023
Q2 		$4M Buy
22,987
+1,465
+7% +$236K 1.4% 31
2023
Q1 		$3.55M Buy
21,522
+1,254
+6% +$208K 1.33% 32
2022
Q4 		$2.99M Buy
20,268
+1,136
+6% +$168K 1.19% 35
2022
Q3 		$2.58M Buy
19,132
+999
+6% +$151K 1.1% 36
2022
Q2 		$2.55M Buy
18,133
+13,981
+337% +$2.31M 0.99% 34
2022
Q1 		$776K Buy
4,152
+365
+10% +$65.9K 0.26% 56
2021
Q4 		$620K Hold
3,787
– – 0.21% 62
2021
Q3 		$634K Buy
3,787
+55
+1% +$9.2K 0.23% 60
2021
Q2 		$644K Hold
3,732
– – 0.24% 59
2021
Q1 		$560K Hold
3,732
– – 0.22% 53
2020
Q4 		$451K Sell
3,732
-500
-12% -$55.4K 0.2% 54
2020
Q3 		$444K Hold
4,232
– – 0.21% 50
2020
Q2 		$409K Buy
+4,232
New +$390K 0.21% 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 $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Trinity Legacy Partners's AXP Position: Q1 2026 in Review

Trinity Legacy Partners increased its American Express (AXP) stake by 3.4% in Q1 2026, buying an estimated $187K and bringing the position to 16,833 shares worth $5.5M. The position accounts for 1.19% of the portfolio, ranked #37.

Trinity Legacy Partners first reported a position in AXP in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.18M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Trinity Legacy Partners held 16,833 shares of American Express worth $5.5M as of Q1 2026.
  • Trinity Legacy Partners bought 557 American Express shares in Q1 2026, an estimated $187K.
  • American Express made up 1.19% of Trinity Legacy Partners's portfolio in Q1 2026, its #37 holding.
  • Trinity Legacy Partners first reported a position in American Express in Q2 2020 and has held it in 24 quarters since.
  • Trinity Legacy Partners's American Express position peaked at $6.18M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.