Abound Financial’s American Express AXP Stock Holding History

Abound 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	$37K	Hold	122	–	–	0.02%	133
2025 Q4	$45.3K	Buy	+122	New	+$43.7K	0.02%	122
2025 Q2	–	Sell	-153	Closed	-$41.2K	–	84
2025 Q1	$41.2K	Buy	+153	New	+$45.2K	0.02%	125

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Abound Financial's AXP Position: Q1 2026 in Review

Abound Financial held its American Express (AXP) position steady in Q1 2026 at 122 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #133.

Abound Financial first reported a position in AXP in Q1 2025 and has held it in 3 quarters since. The position peaked at $45.3K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Abound Financial held 122 shares of American Express worth $37K as of Q1 2026.
Abound Financial left its American Express share count unchanged in Q1 2026.
American Express made up 0.02% of Abound Financial's portfolio in Q1 2026, its #133 holding.
Abound Financial first reported a position in American Express in Q1 2025 and has held it in 3 quarters since.
Abound Financial's American Express position peaked at $45.3K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.