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CRA Financial Services’s American Express AXP Stock Holding History

CRA Financial Services’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 		$322K Sell
1,064
-20
-2% -$6.71K 0.04% 233
2025
Q4 		$401K Buy
1,084
+10
+0.9% +$3.58K 0.05% 201
2025
Q3 		$357K Buy
1,074
+33
+3% +$10.5K 0.05% 210
2025
Q2 		$332K Buy
1,041
+36
+4% +$10.1K 0.05% 207
2025
Q1 		$270K Hold
1,005
– – 0.05% 216
2024
Q4 		$298K Sell
1,005
-12
-1% -$3.45K 0.05% 203
2024
Q3 		$276K Hold
1,017
– – 0.05% 203
2024
Q2 		$235K Hold
1,017
– – 0.05% 220
2024
Q1 		$232K Buy
+1,017
New +$211K 0.05% 218

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CRA Financial Services's AXP Position: Q1 2026 in Review

CRA Financial Services reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $6.71K and leaving 1,064 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #233.

CRA Financial Services first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $401K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • CRA Financial Services held 1,064 shares of American Express worth $322K as of Q1 2026.
  • CRA Financial Services sold 20 American Express shares in Q1 2026, an estimated $6.71K.
  • American Express made up 0.04% of CRA Financial Services's portfolio in Q1 2026, its #233 holding.
  • CRA Financial Services first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • CRA Financial Services's American Express position peaked at $401K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.