Clifford Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$398K Buy
1,178
+12
+1% +$3.84K 0.28% 54
2026
Q1
$353K Buy
1,166
+30
+3% +$10.1K 0.27% 52
2025
Q4
$420K Hold
1,136
0.32% 47
2025
Q3
$377K Hold
1,136
0.29% 50
2025
Q2
$362K Hold
1,136
0.3% 46
2025
Q1
$306K Hold
1,136
0.29% 54
2024
Q4
$337K Hold
1,136
0.26% 54
2024
Q3
$308K Hold
1,136
0.24% 61
2024
Q2
$263K Hold
1,136
0.21% 66
2024
Q1
$259K Hold
1,136
0.21% 66
2023
Q4
$213K Buy
+1,136
New +$183K 0.2% 73

Other funds holding AXP

Clifford Group's AXP Position: Q2 2026 in Review

Clifford Group increased its American Express (AXP) stake by 1% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,178 shares worth $398K. The position accounts for 0.28% of the portfolio, ranked #54.

Clifford Group first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Clifford Group held 1,178 shares of American Express worth $398K as of Q2 2026.
  • Clifford Group bought 12 American Express shares in Q2 2026, an estimated $3.84K.
  • American Express made up 0.28% of Clifford Group's portfolio in Q2 2026, its #54 holding.
  • Clifford Group first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Clifford Group's American Express position peaked at $420K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.