CFG
AXP icon

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
Q2 		$1.24M Sell
3,658
-1,182
-24% -$378K 0.28% 60
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carr Financial Group's AXP Position: Q2 2026 in Review

Carr Financial Group reduced its American Express (AXP) stake by 24% in Q2 2026, selling an estimated $378K and leaving 3,658 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #60.

Carr Financial Group first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Carr Financial Group held 3,658 shares of American Express worth $1.24M as of Q2 2026.
  • Carr Financial Group sold 1,182 American Express shares in Q2 2026, an estimated $378K.
  • American Express made up 0.28% of Carr Financial Group's portfolio in Q2 2026, its #60 holding.
  • Carr Financial Group first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's American Express position peaked at $1.82M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.