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Clear Creek Financial Management’s American Express AXP Stock Holding History

Clear Creek Financial Management’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 		$259K Buy
766
+57
+8% +$18.3K 0.02% 564
2026
Q1 		$214K Buy
709
+5
+0.7% +$1.68K 0.02% 568
2025
Q4 		$260K Buy
+704
New +$252K 0.02% 516

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Clear Creek Financial Management's AXP Position: Q2 2026 in Review

Clear Creek Financial Management increased its American Express (AXP) stake by 8% in Q2 2026, buying an estimated $18.3K and bringing the position to 766 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #564.

Clear Creek Financial Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q4 2025. 2,216 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Clear Creek Financial Management held 766 shares of American Express worth $259K as of Q2 2026.
  • Clear Creek Financial Management bought 57 American Express shares in Q2 2026, an estimated $18.3K.
  • American Express made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #564 holding.
  • Clear Creek Financial Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Clear Creek Financial Management's American Express position peaked at $260K in Q4 2025.
  • 2,216 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.