Carr Financial Group’s American Express AXP Stock Holding History

Carr 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	$1.46M	Sell	4,840 -77	-2%	-$25.8K	0.39%	48
2025 Q4	$1.82M	Buy	4,917 +33	+0.7%	+$11.8K	0.48%	43
2025 Q3	$1.62M	Buy	4,884 +97	+2%	+$30.9K	0.45%	45
2025 Q2	$1.53M	Buy	4,787 +30	+0.6%	+$8.44K	0.45%	43
2025 Q1	$1.28M	Sell	4,757 -306	-6%	-$90.4K	0.42%	47
2024 Q4	$1.5M	Sell	5,063 -401	-7%	-$115K	0.47%	43
2024 Q3	$1.48M	Buy	5,464 +17	+0.3%	+$4.23K	0.43%	45
2024 Q2	$1.26M	Buy	5,447 +87	+2%	+$20.1K	0.4%	46
2024 Q1	$1.22M	Buy	5,360 +120	+2%	+$24.9K	0.41%	49
2023 Q4	$982K	Sell	5,240 -1,240	-19%	-$200K	0.36%	53
2023 Q3	$990K	Hold	6,480	–	–	0.39%	46
2023 Q2	$1.13M	Hold	6,480	–	–	0.45%	42
2023 Q1	$1.07M	Hold	6,480	–	–	0.47%	40
2022 Q4	$957K	Buy	+6,480	New	+$960K	0.5%	40

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

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

Carr Financial Group reduced its American Express (AXP) stake by 1.6% in Q1 2026, selling an estimated $25.8K and leaving 4,840 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #48.

Carr Financial Group first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Carr Financial Group held 4,840 shares of American Express worth $1.46M as of Q1 2026.
Carr Financial Group sold 77 American Express shares in Q1 2026, an estimated $25.8K.
American Express made up 0.39% of Carr Financial Group's portfolio in Q1 2026, its #48 holding.
Carr Financial Group first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's American Express position peaked at $1.82M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.