Beacon Financial Advisory’s American Express AXP Stock Holding History

Beacon Financial Advisory’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	–	Sell	-638	Closed	-$236K	–	407
2025 Q4	$236K	Buy	+638	New	+$228K	0.05%	337

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

Beacon Financial Advisory's AXP Position: Q1 2026 in Review

Beacon Financial Advisory sold out of American Express (AXP) in Q1 2026, closing a stake of 638 shares — an estimated $236K sold.

Beacon Financial Advisory first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Beacon Financial Advisory reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Beacon Financial Advisory sold 638 American Express shares in Q1 2026, an estimated $236K.
Beacon Financial Advisory first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Beacon Financial Advisory's American Express position peaked at $236K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.