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Empire Financial Management Company’s American Express AXP Stock Holding History

Empire Financial Management Company’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 		$250K Sell
739
-12,348
-94% -$3.95M 0.1% 125
2026
Q1 		$3.96M Sell
13,087
-1,947
-13% -$653K 0.89% 34
2025
Q4 		$5.56M Hold
15,034
– – 1.21% 17
2025
Q3 		$4.99M Buy
15,034
+9
+0.1% +$2.86K 1.14% 22
2025
Q2 		$4.79M Sell
15,025
-11
-0.1% -$3.1K 1.38% 15
2025
Q1 		$4.05M Sell
15,036
-17
-0.1% -$5.03K 1.25% 18
2024
Q4 		$4.47M Sell
15,053
-498
-3% -$143K 1.39% 12
2024
Q3 		$4.22M Sell
15,551
-10
-0.1% -$2.49K 1.3% 15
2024
Q2 		$3.6M Sell
15,561
-34
-0.2% -$7.87K 1.19% 16
2024
Q1 		$3.55M Buy
15,595
+182
+1% +$37.7K 1.17% 17
2023
Q4 		$2.89M Buy
15,413
+325
+2% +$52.3K 1.13% 22
2023
Q3 		$2.25M Sell
15,088
-1,057
-7% -$173K 0.98% 27
2023
Q2 		$2.81M Sell
16,145
-1,049
-6% -$169K 1.12% 26
2023
Q1 		$2.84M Buy
+17,194
New +$2.85M 1.16% 24

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

Empire Financial Management Company's AXP Position: Q2 2026 in Review

Empire Financial Management Company reduced its American Express (AXP) stake by 94% in Q2 2026, selling an estimated $3.95M and leaving 739 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #125.

Empire Financial Management Company first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.56M in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Empire Financial Management Company held 739 shares of American Express worth $250K as of Q2 2026.
  • Empire Financial Management Company sold 12,348 American Express shares in Q2 2026, an estimated $3.95M.
  • American Express made up 0.1% of Empire Financial Management Company's portfolio in Q2 2026, its #125 holding.
  • Empire Financial Management Company first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's American Express position peaked at $5.56M in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.