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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
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 $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

Ethos Financial Group's AXP Position: Q1 2026 in Review

Ethos Financial Group increased its American Express (AXP) stake by 6.6% in Q1 2026, buying an estimated $21.8K and bringing the position to 1,057 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #393.

Ethos Financial Group first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $367K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ethos Financial Group held 1,057 shares of American Express worth $320K as of Q1 2026.
  • Ethos Financial Group bought 65 American Express shares in Q1 2026, an estimated $21.8K.
  • American Express made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #393 holding.
  • Ethos Financial Group first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Ethos Financial Group's American Express position peaked at $367K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.