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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
2017
Q1 		– Sell
-300
Closed -$3K – 94
2016
Q4 		$3K Buy
+300
New +$20.8K ﹤0.01% 111
2016
Q3 		– Sell
-300
Closed -$125K – 111
2016
Q2 		$125K Hold
300
– – 0.02% 112
2016
Q1 		$142K Buy
+300
New +$17.5K 0.02% 116

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. 2,890 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.
  • 2,890 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.