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Ethos Financial Group’s American Express AXP Stock Holding History

Ethos Financial Group’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 		$524K Buy
1,576
+519
+49% +$166K 0.04% 357
2026
Q1 		$320K Buy
1,057
+65
+7% +$21.8K 0.02% 393
2025
Q4 		$367K Buy
992
+34
+4% +$12.2K 0.03% 349
2025
Q3 		$318K Buy
958
+31
+3% +$9.86K 0.03% 355
2025
Q2 		$296K Buy
927
+200
+28% +$56.3K 0.03% 342
2025
Q1 		$216K Hold
727
– – 0.02% 371
2024
Q4 		$216K Buy
+727
New +$209K 0.03% 268

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 $3.38T AUM 44.17% 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

Ethos Financial Group's AXP Position: Q2 2026 in Review

Ethos Financial Group increased its American Express (AXP) stake by 49% in Q2 2026, buying an estimated $166K and bringing the position to 1,576 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #357.

Ethos Financial Group first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ethos Financial Group held 1,576 shares of American Express worth $524K as of Q2 2026.
  • Ethos Financial Group bought 519 American Express shares in Q2 2026, an estimated $166K.
  • American Express made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #357 holding.
  • Ethos Financial Group first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.