CFO4Life Group’s American Express AXP Stock Holding History

CFO4Life 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	$935K	Sell	3,093 -26	-0.8%	-$8.72K	0.14%	73
2025 Q4	$1.15M	Sell	3,119 -166	-5%	-$59.4K	0.16%	69
2025 Q3	$1.09M	Buy	3,285 +38	+1%	+$12.1K	0.16%	70
2025 Q2	$1.04M	Buy	3,247 +98	+3%	+$27.6K	0.16%	71
2025 Q1	$847K	Sell	3,149 -261	-8%	-$77.1K	0.14%	81
2024 Q4	$1.01M	Buy	3,410 +39	+1%	+$11.2K	0.18%	64
2024 Q3	$914K	Sell	3,371 -283	-8%	-$70.5K	0.16%	75
2024 Q2	$846K	Buy	+3,654	New	+$846K	0.16%	74
2023 Q4	–	Sell	-4,262	Closed	-$636K	–	187
2023 Q3	$636K	Sell	4,262 -105	-2%	-$17.2K	0.15%	83
2023 Q2	$761K	Sell	4,367 -27	-0.6%	-$4.36K	0.16%	70
2023 Q1	$725K	Sell	4,394 -32	-0.7%	-$5.31K	0.16%	67
2022 Q4	$654K	Buy	+4,426	New	+$656K	0.14%	87

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

CFO4Life Group's AXP Position: Q1 2026 in Review

CFO4Life Group reduced its American Express (AXP) stake by 0.83% in Q1 2026, selling an estimated $8.72K and leaving 3,093 shares worth $935K. The position accounts for 0.14% of the portfolio, ranked #73.

CFO4Life Group first reported a position in AXP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

CFO4Life Group held 3,093 shares of American Express worth $935K as of Q1 2026.
CFO4Life Group sold 26 American Express shares in Q1 2026, an estimated $8.72K.
American Express made up 0.14% of CFO4Life Group's portfolio in Q1 2026, its #73 holding.
CFO4Life Group first reported a position in American Express in Q4 2022 and has held it in 12 quarters since.
CFO4Life Group's American Express position peaked at $1.15M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.