6F
AXP icon

626 Financial’s American Express AXP Stock Holding History

626 Financial’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 		$433K Hold
1,431
– – 0.19% 74
2025
Q4 		$529K Buy
1,431
+1
+0.1% +$358 0.23% 61
2025
Q3 		$475K Sell
1,430
-84
-6% -$26.7K 0.21% 68
2025
Q2 		$483K Sell
1,514
-28
-2% -$7.88K 0.23% 66
2025
Q1 		$415K Buy
1,542
+1
+0.1% +$296 0.21% 70
2024
Q4 		$457K Buy
1,541
+135
+10% +$38.8K 0.25% 63
2024
Q3 		$381K Sell
1,406
-427
-23% -$106K 0.21% 77
2024
Q2 		$424K Buy
1,833
+1
+0.1% +$232 0.25% 67
2024
Q1 		$417K Buy
1,832
+1
+0.1% +$207 0.25% 66
2023
Q4 		$343K Sell
1,831
-527
-22% -$84.8K 0.23% 75
2023
Q3 		$352K Buy
2,358
+1
+0% +$164 0.24% 72
2023
Q2 		$411K Buy
2,357
+1
+0% +$161 0.26% 63
2023
Q1 		$389K Sell
2,356
-686
-23% -$114K 0.26% 70
2022
Q4 		$449K Sell
3,042
-803
-21% -$119K 0.31% 56
2022
Q3 		$519K Buy
3,845
+180
+5% +$27.2K 0.42% 51
2022
Q2 		$509K Buy
3,665
+101
+3% +$16.7K 0.39% 49
2022
Q1 		$666K Buy
3,564
+648
+22% +$117K 0.43% 47
2021
Q4 		$477K Buy
+2,916
New +$497K 0.29% 59
2021
Q1 		$666K Buy
+3,564
New +$471K 0.43% 47

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

626 Financial's AXP Position: Q1 2026 in Review

626 Financial held its American Express (AXP) position steady in Q1 2026 at 1,431 shares worth $433K. The position accounts for 0.19% of the portfolio, ranked #74.

626 Financial first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $666K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • 626 Financial held 1,431 shares of American Express worth $433K as of Q1 2026.
  • 626 Financial left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.19% of 626 Financial's portfolio in Q1 2026, its #74 holding.
  • 626 Financial first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
  • 626 Financial's American Express position peaked at $666K in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on 626 Financial's 13F filing for Q1 2026, filed 23 Apr 2026.