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Fi3 Financial Advisors’s American Express AXP Stock Holding History

Fi3 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 		$6.48M Buy
27,172
+26,066
+2,357% +$8.35M 1.55% 11
2026
Q1 		$335K Buy
1,106
+115
+12% +$38.6K 0.1% 125
2025
Q4 		$366K Buy
991
+199
+25% +$71.2K 0.11% 105
2025
Q3 		$263K Sell
792
-28
-3% -$8.91K 0.09% 113
2025
Q2 		$261K Sell
820
-31
-4% -$8.72K 0.09% 114
2025
Q1 		$229K Sell
851
-111
-12% -$32.8K 0.09% 108
2024
Q4 		$286K Sell
962
-5
-0.5% -$1.44K 0.11% 81
2024
Q3 		$262K Buy
+967
New +$241K 0.1% 79

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

Fi3 Financial Advisors's AXP Position: Q2 2026 in Review

Fi3 Financial Advisors increased its American Express (AXP) stake by 2,357% in Q2 2026, buying an estimated $8.35M and bringing the position to 27,172 shares worth $6.48M. The position accounts for 1.55% of the portfolio, ranked #11.

Fi3 Financial Advisors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Fi3 Financial Advisors held 27,172 shares of American Express worth $6.48M as of Q2 2026.
  • Fi3 Financial Advisors bought 26,066 American Express shares in Q2 2026, an estimated $8.35M.
  • American Express made up 1.55% of Fi3 Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Fi3 Financial Advisors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.