Financial Connections Group’s American Express AXP Stock Holding History

Financial Connections 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	$40K	Sell	134 -31	-19%	-$10.4K	0.01%	122
2025 Q4	$61K	Hold	165	–	–	0.02%	101
2025 Q3	$54K	Hold	165	–	–	0.02%	109
2025 Q2	$52K	Hold	165	–	–	0.02%	103
2025 Q1	$44K	Hold	165	–	–	0.02%	104
2024 Q4	$48K	Hold	165	–	–	0.02%	96
2024 Q3	$44K	Sell	165 -169	-51%	-$42.1K	0.02%	95
2024 Q2	$77K	Hold	334	–	–	0.04%	79
2024 Q1	$77K	Sell	334 -1,500	-82%	-$311K	0.08%	43
2023 Q4	$343K	Hold	1,834	–	–	0.22%	45
2023 Q3	$273K	Hold	1,834	–	–	0.34%	32
2023 Q2	$319K	Buy	1,834 +1,500	+449%	+$242K	0.21%	47
2023 Q1	$55K	Sell	334 -536	-62%	-$88.9K	0.04%	86
2022 Q4	$128K	Buy	870 +536	+160%	+$79.4K	0.1%	57
2022 Q3	$45K	Sell	334 -14	-4%	-$2.12K	0.04%	80
2022 Q2	$48K	Buy	348 +14	+4%	+$2.31K	0.04%	99
2022 Q1	$62K	Hold	334	–	–	0.06%	91
2021 Q4	$54K	Buy	+334	New	+$57K	0.05%	100

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Financial Connections Group reduced its American Express (AXP) stake by 19% in Q1 2026, selling an estimated $10.4K and leaving 134 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #122.

Financial Connections Group first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $343K in Q4 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Financial Connections Group held 134 shares of American Express worth $40K as of Q1 2026.
Financial Connections Group sold 31 American Express shares in Q1 2026, an estimated $10.4K.
American Express made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #122 holding.
Financial Connections Group first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's American Express position peaked at $343K in Q4 2023.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.