FCU
AXP icon

Financial Concepts Unlimited’s American Express AXP Stock Holding History

Financial Concepts Unlimited’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 		– Sell
-762
Closed -$230K – 45
2026
Q1 		$230K Buy
+762
New +$255K 0.21% 39

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 Concepts Unlimited's AXP Position: Q2 2026 in Review

Financial Concepts Unlimited sold out of American Express (AXP) in Q2 2026, closing a stake of 762 shares — an estimated $230K sold.

Financial Concepts Unlimited first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Financial Concepts Unlimited reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Financial Concepts Unlimited sold 762 American Express shares in Q2 2026, an estimated $230K.
  • Financial Concepts Unlimited first reported a position in American Express in Q1 2026 and held it in 1 quarter.
  • Financial Concepts Unlimited's American Express position peaked at $230K in Q1 2026.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.