Bouchey Financial Group’s American Express AXP Stock Holding History

Bouchey 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	$287K	Sell	902 -195	-18%	-$65.4K	0.02%	134
2025 Q4	$406K	Sell	1,097 -128	-10%	-$45.8K	0.03%	99
2025 Q3	$407K	Hold	1,225	–	–	0.03%	94
2025 Q2	$391K	Buy	1,225 +12	+1%	+$3.38K	0.03%	90
2025 Q1	$326K	Buy	1,213 +6	+0.5%	+$1.77K	0.03%	96
2024 Q4	$358K	Sell	1,207 -66	-5%	-$19K	0.03%	96
2024 Q3	$345K	Sell	1,273 -307	-19%	-$76.4K	0.03%	109
2024 Q2	$365K	Sell	1,580 -4	-0.3%	-$926	0.03%	99
2024 Q1	$361K	Hold	1,584	–	–	0.04%	97
2023 Q4	$297K	Buy	1,584 +28	+2%	+$4.51K	0.03%	103
2023 Q3	$232K	Hold	1,556	–	–	0.03%	108
2023 Q2	$271K	Hold	1,556	–	–	0.03%	88
2023 Q1	$256K	Hold	1,556	–	–	0.03%	85
2022 Q4	$230K	Buy	+1,556	New	+$231K	0.03%	83
2022 Q2	–	Sell	-1,556	Closed	-$291K	–	84
2022 Q1	$291K	Sell	1,556 -52	-3%	-$9.39K	0.04%	79
2021 Q4	$263K	Buy	+1,608	New	+$274K	0.04%	86
2021 Q3	–	Sell	-1,492	Closed	-$247K	–	84
2021 Q2	$247K	Hold	1,492	–	–	0.04%	73
2021 Q1	$211K	Buy	+1,492	New	+$197K	0.03%	79

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

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

Bouchey Financial Group reduced its American Express (AXP) stake by 18% in Q1 2026, selling an estimated $65.4K and leaving 902 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #134.

Bouchey Financial Group first reported a position in AXP in Q1 2021 and has held it in 18 quarters since. The position peaked at $407K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bouchey Financial Group held 902 shares of American Express worth $287K as of Q1 2026.
Bouchey Financial Group sold 195 American Express shares in Q1 2026, an estimated $65.4K.
American Express made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #134 holding.
Bouchey Financial Group first reported a position in American Express in Q1 2021 and has held it in 18 quarters since.
Bouchey Financial Group's American Express position peaked at $407K in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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