American Financial Advisors’s American Express AXP Stock Holding History

American Financial Advisors’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	$239K	Buy	708 +2	+0.3%	+$640	0.03%	152
2026 Q1	$214K	Buy	706 +1	+0.1%	+$335	0.03%	152
2025 Q4	$261K	Buy	705 +2	+0.3%	+$716	0.03%	136
2025 Q3	$234K	Buy	703 +1	+0.1%	+$318	0.03%	143
2025 Q2	$224K	Buy	+702	New	+$198K	0.03%	148
2025 Q1	–	Sell	-771	Closed	-$229K	–	150
2024 Q4	$229K	Sell	771 -75	-9%	-$21.5K	0.03%	136
2024 Q3	$229K	Sell	846 -57	-6%	-$14.2K	0.03%	133
2024 Q2	$209K	Buy	903 +2	+0.2%	+$463	0.03%	137
2024 Q1	$205K	Buy	+901	New	+$187K	0.03%	142

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

American Financial Advisors's AXP Position: Q2 2026 in Review

American Financial Advisors increased its American Express (AXP) stake by 0.28% in Q2 2026, buying an estimated $640 and bringing the position to 708 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #152.

American Financial Advisors first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $261K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

American Financial Advisors held 708 shares of American Express worth $239K as of Q2 2026.
American Financial Advisors bought 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.03% of American Financial Advisors's portfolio in Q2 2026, its #152 holding.
American Financial Advisors first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
American Financial Advisors's American Express position peaked at $261K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.