AFG
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Allegheny Financial Group’s American Express AXP Stock Holding History

Allegheny Financial 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
Q2 		$1.34M Hold
3,956
– – 0.14% 88
2026
Q1 		$1.2M Buy
3,956
+35
+0.9% +$11.7K 0.16% 89
2025
Q4 		$1.45M Buy
3,921
+5
+0.1% +$1.79K 0.21% 73
2025
Q3 		$1.3M Sell
3,916
-4
-0.1% -$1.27K 0.24% 76
2025
Q2 		$1.25M Sell
3,920
-646
-14% -$182K 0.28% 67
2025
Q1 		$1.23M Sell
4,566
-55
-1% -$16.3K 0.32% 60
2024
Q4 		$1.37M Sell
4,621
-49
-1% -$14.1K 0.35% 55
2024
Q3 		$1.27M Buy
4,670
+120
+3% +$29.9K 0.31% 66
2024
Q2 		$1.05M Buy
4,550
+2
+0% +$463 0.3% 64
2024
Q1 		$1.04M Sell
4,548
-32
-0.7% -$6.63K 0.32% 59
2023
Q4 		$858K Buy
4,580
+62
+1% +$9.98K 0.28% 72
2023
Q3 		$674K Buy
4,518
+43
+1% +$7.03K 0.25% 74
2023
Q2 		$780K Buy
4,475
+2
+0% +$323 0.37% 51
2023
Q1 		$738K Sell
4,473
-30
-0.7% -$4.98K 0.3% 68
2022
Q4 		$665K Buy
4,503
+17
+0.4% +$2.52K 0.28% 73
2022
Q3 		$605K Buy
4,486
+101
+2% +$15.3K 0.28% 70
2022
Q2 		$608K Sell
4,385
-32
-0.7% -$5.29K 0.28% 72
2022
Q1 		$826K Buy
4,417
+5
+0.1% +$903 0.35% 57
2021
Q4 		$722K Buy
4,412
+1
+0% +$171 0.29% 66
2021
Q3 		$739K Sell
4,411
-87
-2% -$14.5K 0.34% 54
2021
Q2 		$743K Buy
4,498
+45
+1% +$7.05K 0.34% 54
2021
Q1 		$630K Buy
4,453
+2
+0% +$264 0.46% 42
2020
Q4 		$538K Buy
+4,451
New +$493K 0.29% 59

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allegheny Financial Group's AXP Position: Q2 2026 in Review

Allegheny Financial Group held its American Express (AXP) position steady in Q2 2026 at 3,956 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #88.

Allegheny Financial Group first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Allegheny Financial Group held 3,956 shares of American Express worth $1.34M as of Q2 2026.
  • Allegheny Financial Group left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.14% of Allegheny Financial Group's portfolio in Q2 2026, its #88 holding.
  • Allegheny Financial Group first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's American Express position peaked at $1.45M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.