Financial Security Advisor’s American Express AXP Stock Holding History

Financial Security Advisor’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	$2.53M	Sell	7,488 -329	-4%	-$105K	0.41%	34
2026 Q1	$2.36M	Sell	7,817 -492	-6%	-$165K	0.43%	34
2025 Q4	$3.07M	Sell	8,309 -729	-8%	-$261K	0.59%	29
2025 Q3	$3M	Sell	9,038 -412	-4%	-$131K	0.64%	27
2025 Q2	$3.01M	Sell	9,450 -75	-0.8%	-$21.1K	0.69%	26
2025 Q1	$2.56M	Sell	9,525 -38	-0.4%	-$11.2K	0.65%	27
2024 Q4	$2.84M	Sell	9,563 -92	-1%	-$26.4K	0.72%	24
2024 Q3	$2.62M	Sell	9,655 -154	-2%	-$38.3K	0.65%	25
2024 Q2	$2.27M	Sell	9,809 -27	-0.3%	-$6.25K	0.76%	25
2024 Q1	$2.24M	Sell	9,836 -90	-0.9%	-$18.7K	0.78%	25
2023 Q4	$1.86M	Buy	9,926 +27	+0.3%	+$4.35K	0.73%	25
2023 Q3	$1.48M	Buy	+9,899	New	+$1.62M	0.68%	24

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Financial Security Advisor's AXP Position: Q2 2026 in Review

Financial Security Advisor reduced its American Express (AXP) stake by 4.2% in Q2 2026, selling an estimated $105K and leaving 7,488 shares worth $2.53M. The position accounts for 0.41% of the portfolio, ranked #34.

Financial Security Advisor first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.07M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Financial Security Advisor held 7,488 shares of American Express worth $2.53M as of Q2 2026.
Financial Security Advisor sold 329 American Express shares in Q2 2026, an estimated $105K.
American Express made up 0.41% of Financial Security Advisor's portfolio in Q2 2026, its #34 holding.
Financial Security Advisor first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's American Express position peaked at $3.07M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.