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Trivant Custom Portfolio Group’s American Express AXP Stock Holding History

Trivant Custom Portfolio Group’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 		$356K Buy
+1,176
New +$394K 0.2% 77

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

Trivant Custom Portfolio Group's AXP Position: Q1 2026 in Review

Trivant Custom Portfolio Group opened a new position in American Express (AXP) in Q1 2026: 1,176 shares worth $356K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings.

2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Trivant Custom Portfolio Group held 1,176 shares of American Express worth $356K as of Q1 2026.
  • American Express was a new Trivant Custom Portfolio Group position in Q1 2026.
  • American Express made up 0.2% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #77 holding.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.