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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
Q2 		$6.14M Buy
16,987
+154
+0.9% +$49.3K 1.23% 35
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Trinity Legacy Partners's AXP Position: Q2 2026 in Review

Trinity Legacy Partners increased its American Express (AXP) stake by 0.91% in Q2 2026, buying an estimated $49.3K and bringing the position to 16,987 shares worth $6.14M. The position accounts for 1.23% of the portfolio, ranked #35.

Trinity Legacy Partners first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.18M in Q4 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Trinity Legacy Partners held 16,987 shares of American Express worth $6.14M as of Q2 2026.
  • Trinity Legacy Partners bought 154 American Express shares in Q2 2026, an estimated $49.3K.
  • American Express made up 1.23% of Trinity Legacy Partners's portfolio in Q2 2026, its #35 holding.
  • Trinity Legacy Partners first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
  • Trinity Legacy Partners's American Express position peaked at $6.18M in Q4 2024.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.