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Berger Financial Group’s American Express AXP Stock Holding History

Berger 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
Q1 		$668K Buy
2,209
+157
+8% +$52.6K 0.04% 254
2025
Q4 		$759K Sell
2,052
-180
-8% -$64.4K 0.04% 239
2025
Q3 		$741K Buy
2,232
+31
+1% +$9.86K 0.04% 239
2025
Q2 		$702K Buy
2,201
+14
+0.6% +$3.94K 0.05% 229
2025
Q1 		$588K Buy
2,187
+77
+4% +$22.8K 0.04% 244
2024
Q4 		$626K Buy
2,110
+382
+22% +$110K 0.04% 227
2024
Q3 		$469K Buy
1,728
+81
+5% +$20.2K 0.03% 239
2024
Q2 		$381K Buy
1,647
+3
+0.2% +$695 0.03% 243
2024
Q1 		$374K Buy
1,644
+449
+38% +$93.1K 0.03% 244
2023
Q4 		$224K Buy
+1,195
New +$192K 0.02% 283
2023
Q3 		– Sell
-1,151
Closed -$200K – 279
2023
Q2 		$200K Buy
+1,151
New +$186K 0.02% 282
2022
Q2 		– Sell
-1,336
Closed -$250K – 246
2022
Q1 		$250K Sell
1,336
-31
-2% -$5.6K 0.03% 232
2021
Q4 		$224K Buy
1,367
+122
+10% +$20.8K 0.03% 239
2021
Q3 		$209K Hold
1,245
– – 0.04% 203
2021
Q2 		$206K Buy
+1,245
New +$195K 0.04% 201

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Berger Financial Group's AXP Position: Q1 2026 in Review

Berger Financial Group increased its American Express (AXP) stake by 7.7% in Q1 2026, buying an estimated $52.6K and bringing the position to 2,209 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #254.

Berger Financial Group first reported a position in AXP in Q2 2021 and has held it in 15 quarters since. The position peaked at $759K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Berger Financial Group held 2,209 shares of American Express worth $668K as of Q1 2026.
  • Berger Financial Group bought 157 American Express shares in Q1 2026, an estimated $52.6K.
  • American Express made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #254 holding.
  • Berger Financial Group first reported a position in American Express in Q2 2021 and has held it in 15 quarters since.
  • Berger Financial Group's American Express position peaked at $759K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.