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First Affirmative Financial Network’s American Express AXP Stock Holding History

First Affirmative Financial Network’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 		$1.92M Buy
+6,358
New +$2.13M 0.75% 24
2025
Q3 		$1.59M Buy
4,792
+121
+3% +$38.5K 0.75% 22
2025
Q2 		$1.49M Buy
4,671
+427
+10% +$120K 0.77% 25
2025
Q1 		$1.14M Buy
4,244
+229
+6% +$67.7K 0.7% 27
2024
Q4 		$1.19M Buy
4,015
+28
+0.7% +$8.04K 0.69% 29
2024
Q3 		$1.08M Sell
3,987
-325
-8% -$80.9K 0.59% 34
2024
Q2 		$998K Sell
4,312
-176
-4% -$40.8K 0.69% 25
2024
Q1 		$1.02M Sell
4,488
-16
-0.4% -$3.32K 0.75% 21
2023
Q4 		$844K Buy
4,504
+193
+4% +$31.1K 0.67% 25
2023
Q3 		$643K Buy
4,311
+285
+7% +$46.6K 0.63% 31
2023
Q2 		$701K Buy
4,026
+399
+11% +$64.4K 0.7% 23
2023
Q1 		$598K Buy
3,627
+146
+4% +$24.2K 0.69% 27
2022
Q4 		$514K Sell
3,481
-51
-1% -$7.56K 0.62% 36
2022
Q3 		$476K Sell
3,532
-329
-9% -$49.8K 0.61% 34
2022
Q2 		$535K Sell
3,861
-97
-2% -$16K 0.61% 37
2022
Q1 		$740K Sell
3,958
-242
-6% -$43.7K 0.71% 29
2021
Q4 		$687K Buy
4,200
+103
+3% +$17.6K 0.63% 33
2021
Q3 		$686K Buy
+4,097
New +$685K 0.71% 31

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Affirmative Financial Network's AXP Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in American Express (AXP) in Q1 2026: 6,358 shares worth $1.92M. The stake represents 0.75% of the portfolio and ranks #24 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in AXP as recently as Q3 2025.

First Affirmative Financial Network first reported a position in AXP in Q3 2021 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • First Affirmative Financial Network held 6,358 shares of American Express worth $1.92M as of Q1 2026.
  • American Express was a new First Affirmative Financial Network position in Q1 2026.
  • American Express made up 0.75% of First Affirmative Financial Network's portfolio in Q1 2026, its #24 holding.
  • First Affirmative Financial Network first reported a position in American Express in Q3 2021 and has held it in 18 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.