Beacon Financial Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Beacon Financial Advisory's AXP Position: Q2 2026 in Review
Beacon Financial Advisory opened a new position in American Express (AXP) in Q2 2026: 729 shares worth $247K. The stake represents 0.05% of the portfolio and ranks #374 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in AXP as recently as Q4 2025.
Beacon Financial Advisory first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Beacon Financial Advisory held 729 shares of American Express worth $247K as of Q2 2026.
- American Express was a new Beacon Financial Advisory position in Q2 2026.
- American Express made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #374 holding.
- Beacon Financial Advisory first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
- 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.