Downshift Financial’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
$50.4K Buy
+149
New +$47.7K 0.02% 160
2026
Q1
Sell
-1,979
Closed -$703K 79
2025
Q4
$703K Buy
+1,979
New +$708K 0.43% 30

Other funds holding AXP

Downshift Financial's AXP Position: Q2 2026 in Review

Downshift Financial opened a new position in American Express (AXP) in Q2 2026: 149 shares worth $50.4K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings. This is a return to the name: Downshift Financial previously reported a position in AXP as recently as Q4 2025.

Downshift Financial first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $703K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Downshift Financial held 149 shares of American Express worth $50.4K as of Q2 2026.
  • American Express was a new Downshift Financial position in Q2 2026.
  • American Express made up 0.02% of Downshift Financial's portfolio in Q2 2026, its #160 holding.
  • Downshift Financial first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Downshift Financial's American Express position peaked at $703K in Q4 2025.
  • 2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.