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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
Q2 		$1.05M Buy
3,110
+17
+0.5% +$5.44K 0.14% 79
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
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

CFO4Life Group's AXP Position: Q2 2026 in Review

CFO4Life Group increased its American Express (AXP) stake by 0.55% in Q2 2026, buying an estimated $5.44K and bringing the position to 3,110 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #79.

CFO4Life Group first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CFO4Life Group held 3,110 shares of American Express worth $1.05M as of Q2 2026.
  • CFO4Life Group bought 17 American Express shares in Q2 2026, an estimated $5.44K.
  • American Express made up 0.14% of CFO4Life Group's portfolio in Q2 2026, its #79 holding.
  • CFO4Life Group first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
  • CFO4Life Group's American Express position peaked at $1.15M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.