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Financial Avengers’s American Express AXP Stock Holding History

Financial Avengers’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 		$12.3M Sell
36,429
-431
-1% -$138K 5.11% 7
2026
Q1 		$11.1M Sell
36,860
-1,353
-4% -$454K 5.08% 8
2025
Q4 		$14.1M Sell
38,213
-862
-2% -$308K 5.79% 7
2025
Q3 		$13M Sell
39,075
-1,319
-3% -$420K 5.58% 7
2025
Q2 		$12.9M Sell
40,394
-55
-0.1% -$15.5K 5.98% 7
2025
Q1 		$10.9M Sell
40,449
-766
-2% -$226K 5.51% 7
2024
Q4 		$12.2M Sell
41,215
-2,601
-6% -$747K 5.77% 6
2024
Q3 		$11.9M Buy
+43,816
New +$10.9M 5.85% 6
2024
Q2 		– Sell
-44,756
Closed -$10.2M – 159
2024
Q1 		$10.2M Buy
44,756
+514
+1% +$107K 5.39% 7
2023
Q4 		$8.29M Buy
44,242
+170
+0.4% +$27.4K 4.98% 7
2023
Q3 		$6.58M Buy
44,072
+941
+2% +$154K 4.4% 7
2023
Q2 		$7.51M Buy
43,131
+213
+0.5% +$34.4K 4.97% 7
2023
Q1 		$7.08M Buy
42,918
+219
+0.5% +$36.3K 5.42% 6
2022
Q4 		$6.31M Sell
42,699
-278
-0.6% -$41.2K 5.16% 8
2022
Q3 		$5.8M Buy
42,977
+510
+1% +$77.2K 4.74% 8
2022
Q2 		$5.89M Sell
42,467
-1
-0% -$165 4.77% 8
2022
Q1 		$7.95M Sell
42,468
-173
-0.4% -$31.2K 4.97% 7
2021
Q4 		$6.98M Sell
42,641
-306
-0.7% -$52.2K 4.28% 8
2021
Q3 		$7.2M Buy
42,947
+480
+1% +$80.3K 4.81% 7
2021
Q2 		$7.02M Buy
42,467
+619
+1% +$96.9K 4.75% 7
2021
Q1 		$5.92M Buy
41,848
+1,634
+4% +$216K 4.43% 9
2020
Q4 		$4.86M Buy
+40,214
New +$4.45M 3.99% 10

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

Financial Avengers's AXP Position: Q2 2026 in Review

Financial Avengers reduced its American Express (AXP) stake by 1.2% in Q2 2026, selling an estimated $138K and leaving 36,429 shares worth $12.3M. The position accounts for 5.11% of the portfolio, ranked #7.

Financial Avengers first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.1M in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Financial Avengers held 36,429 shares of American Express worth $12.3M as of Q2 2026.
  • Financial Avengers sold 431 American Express shares in Q2 2026, an estimated $138K.
  • American Express made up 5.11% of Financial Avengers's portfolio in Q2 2026, its #7 holding.
  • Financial Avengers first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Financial Avengers's American Express position peaked at $14.1M in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.