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Financial Freedom LLC’s American Express AXP Stock Holding History

Financial Freedom LLC’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
-440
Closed -$133K – 125
2026
Q1 		$133K Hold
440
– – 0.07% 121
2025
Q4 		$163K Hold
440
– – 0.08% 113
2025
Q3 		$146K Hold
440
– – 0.07% 119
2025
Q2 		$140K Hold
440
– – 0.08% 117
2025
Q1 		$118K Hold
440
– – 0.07% 124
2024
Q4 		$131K Hold
440
– – 0.07% 115
2024
Q3 		$119K Hold
440
– – 0.06% 128
2024
Q2 		$102K Hold
440
– – 0.06% 130
2024
Q1 		$100K Hold
440
– – 0.06% 130
2023
Q4 		$82.4K Hold
440
– – 0.05% 133
2023
Q3 		$65.6K Hold
440
– – 0.05% 137
2023
Q2 		$76.6K Hold
440
– – 0.05% 131
2023
Q1 		$72.6K Hold
440
– – 0.05% 131
2022
Q4 		$65K Buy
+440
New +$65.2K 0.04% 133

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 Freedom LLC's AXP Position: Q2 2026 in Review

Financial Freedom LLC sold out of American Express (AXP) in Q2 2026, closing a stake of 440 shares — an estimated $133K sold.

Financial Freedom LLC first reported a position in AXP in Q4 2022 and held it in 14 quarters. The position peaked at $163K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Financial Freedom LLC reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 440 American Express shares in Q2 2026, an estimated $133K.
  • Financial Freedom LLC first reported a position in American Express in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's American Express position peaked at $163K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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