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DHJJ Financial Advisors’s American Express AXP Stock Holding History

DHJJ Financial Advisors’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 		$27.7K Hold
82
– – 0.01% 505
2026
Q1 		$24.8K Hold
82
– – 0.01% 503
2025
Q4 		$30.3K Hold
82
– – 0.01% 459
2025
Q3 		$27.2K Buy
82
+6
+8% +$1.91K 0.01% 451
2025
Q2 		$24.2K Sell
76
-40
-34% -$11.3K 0.01% 446
2025
Q1 		$31.2K Hold
116
– – 0.01% 381
2024
Q4 		$34.4K Hold
116
– – 0.01% 361
2024
Q3 		$31.5K Sell
116
-49
-30% -$12.2K 0.01% 366
2024
Q2 		$38.2K Buy
165
+49
+42% +$11.3K 0.02% 309
2024
Q1 		$26.4K Hold
116
– – 0.01% 343
2023
Q4 		$21.7K Hold
116
– – 0.01% 354
2023
Q3 		$17.3K Buy
+116
New +$19K 0.01% 370

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

DHJJ Financial Advisors's AXP Position: Q2 2026 in Review

DHJJ Financial Advisors held its American Express (AXP) position steady in Q2 2026 at 82 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #505.

DHJJ Financial Advisors first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.2K in Q2 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • DHJJ Financial Advisors held 82 shares of American Express worth $27.7K as of Q2 2026.
  • DHJJ Financial Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #505 holding.
  • DHJJ Financial Advisors first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's American Express position peaked at $38.2K in Q2 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.