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West Family Investments’s American Express AXP Stock Holding History

West Family Investments’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 		$444K Sell
1,469
-635
-30% -$213K 0.16% 124
2025
Q4 		$778K Sell
2,104
-259
-11% -$92.7K 0.18% 110
2025
Q3 		$785K Buy
2,363
+24
+1% +$7.63K 0.18% 113
2025
Q2 		$746K Buy
2,339
+543
+30% +$153K 0.19% 111
2025
Q1 		$483K Sell
1,796
-22
-1% -$6.5K 0.18% 114
2024
Q4 		$540K Sell
1,818
-24
-1% -$6.89K 0.19% 111
2024
Q3 		$500K Buy
1,842
+709
+63% +$177K 0.17% 123
2024
Q2 		$262K Sell
1,133
-2
-0.2% -$463 0.08% 194
2024
Q1 		$258K Buy
+1,135
New +$235K 0.08% 205
2023
Q4 		– Sell
-1,530
Closed -$228K – 240
2023
Q3 		$228K Buy
1,530
+12
+0.8% +$1.96K 0.08% 193
2023
Q2 		$264K Buy
+1,518
New +$245K 0.1% 180
2023
Q1 		– Sell
-1,518
Closed -$224K – 209
2022
Q4 		$224K Buy
+1,518
New +$225K 0.08% 202
2022
Q3 		– Sell
-1,765
Closed -$245K – 225
2022
Q2 		$245K Buy
1,765
+12
+0.7% +$1.98K 0.1% 189
2022
Q1 		$328K Hold
1,753
– – 0.09% 178
2021
Q4 		$287K Sell
1,753
-427
-20% -$72.8K 0.08% 214
2021
Q3 		$365K Buy
2,180
+315
+17% +$52.7K 0.09% 185
2021
Q2 		$308K Buy
+1,865
New +$292K 0.08% 224
2017
Q1 		– Sell
-30,000
Closed -$2.22M – 93
2016
Q4 		$2.22M Hold
30,000
– – 0.39% 47
2016
Q3 		$1.92M Hold
30,000
– – 0.36% 53
2016
Q2 		$1.82M Hold
30,000
– – 0.33% 56
2016
Q1 		$1.84M Buy
+30,000
New +$1.75M 0.3% 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

West Family Investments's AXP Position: Q1 2026 in Review

West Family Investments reduced its American Express (AXP) stake by 30% in Q1 2026, selling an estimated $213K and leaving 1,469 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #124.

West Family Investments first reported a position in AXP in Q1 2016 and has held it in 21 quarters since. The position peaked at $2.22M in Q4 2016. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • West Family Investments held 1,469 shares of American Express worth $444K as of Q1 2026.
  • West Family Investments sold 635 American Express shares in Q1 2026, an estimated $213K.
  • American Express made up 0.16% of West Family Investments's portfolio in Q1 2026, its #124 holding.
  • West Family Investments first reported a position in American Express in Q1 2016 and has held it in 21 quarters since.
  • West Family Investments's American Express position peaked at $2.22M in Q4 2016.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.