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 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 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 Freedom LLC's AXP Position: Q1 2026 in Review

Financial Freedom LLC held its American Express (AXP) position steady in Q1 2026 at 440 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #121.

Financial Freedom LLC first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $163K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Financial Freedom LLC held 440 shares of American Express worth $133K as of Q1 2026.
Financial Freedom LLC left its American Express share count unchanged in Q1 2026.
American Express made up 0.07% of Financial Freedom LLC's portfolio in Q1 2026, its #121 holding.
Financial Freedom LLC first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's American Express position peaked at $163K in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.