Financial Management Professionals’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61.2K Buy
181
+3
+2% +$961 0.01% 267
2026
Q1
$53.8K Sell
178
-7
-4% -$2.35K 0.01% 250
2025
Q4
$68.4K Buy
185
+7
+4% +$2.5K 0.01% 233
2025
Q3
$59.1K Sell
178
-2
-1% -$636 0.01% 244
2025
Q2
$57.4K Sell
180
-448
-71% -$126K 0.01% 238
2025
Q1
$169K Buy
628
+1
+0.2% +$296 0.02% 149
2024
Q4
$186K Sell
627
-42
-6% -$12.1K 0.02% 148
2024
Q3
$181K Sell
669
-95
-12% -$23.7K 0.02% 147
2024
Q2
$177K Sell
764
-5
-0.7% -$1.16K 0.02% 151
2024
Q1
$175K Buy
769
+90
+13% +$18.7K 0.03% 156
2023
Q4
$127K Sell
679
-6
-0.9% -$966 0.02% 161
2023
Q3
$102K Buy
685
+23
+3% +$3.76K 0.02% 173
2023
Q2
$115K Sell
662
-7
-1% -$1.13K 0.02% 168
2023
Q1
$110K Buy
669
+51
+8% +$8.46K 0.02% 186
2022
Q4
$91K Sell
618
-548
-47% -$81.2K 0.02% 170
2022
Q3
$157K Buy
1,166
+44
+4% +$6.66K 0.04% 118
2022
Q2
$156K Buy
1,122
+76
+7% +$12.6K 0.04% 114
2022
Q1
$196K Buy
1,046
+44
+4% +$7.95K 0.04% 103
2021
Q4
$164K Sell
1,002
-13
-1% -$2.22K 0.03% 109
2021
Q3
$170K Buy
1,015
+58
+6% +$9.7K 0.04% 96
2021
Q2
$158K Buy
957
+107
+13% +$16.8K 0.04% 103
2021
Q1
$120K Buy
850
+22
+3% +$2.91K 0.03% 108
2020
Q4
$100K Buy
828
+41
+5% +$4.54K 0.03% 122
2020
Q3
$79K Buy
787
+1
+0.1% +$98 0.03% 135
2020
Q2
$75K Buy
+786
New +$72.4K 0.03% 135

Other funds holding AXP

Financial Management Professionals's AXP Position: Q2 2026 in Review

Financial Management Professionals increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $961 and bringing the position to 181 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #267.

Financial Management Professionals first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $196K in Q1 2022. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Financial Management Professionals held 181 shares of American Express worth $61.2K as of Q2 2026.
  • Financial Management Professionals bought 3 American Express shares in Q2 2026, an estimated $961.
  • American Express made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #267 holding.
  • Financial Management Professionals first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's American Express position peaked at $196K in Q1 2022.
  • 812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.