First Business Financial Services’s American Express AXP Stock Holding History

First Business Financial Services’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	$499K	Buy	1,475 +3	+0.2%	+$961	0.04%	123
2026 Q1	$445K	Hold	1,472	–	–	0.04%	125
2025 Q4	$545K	Buy	1,472 +4	+0.3%	+$1.43K	0.05%	106
2025 Q3	$488K	Hold	1,468	–	–	0.04%	127
2025 Q2	$468K	Hold	1,468	–	–	0.04%	126
2025 Q1	$395K	Hold	1,468	–	–	0.04%	130
2024 Q4	$436K	Hold	1,468	–	–	0.04%	121
2024 Q3	$398K	Hold	1,468	–	–	0.04%	119
2024 Q2	$340K	Buy	1,468 +21	+1%	+$4.86K	0.04%	127
2024 Q1	$329K	Sell	1,447 -119	-8%	-$24.7K	0.04%	131
2023 Q4	$293K	Sell	1,566 -145	-8%	-$23.3K	0.03%	134
2023 Q3	$255K	Buy	1,711 +81	+5%	+$13.2K	0.03%	144
2023 Q2	$284K	Hold	1,630	–	–	0.04%	140
2023 Q1	$269K	Hold	1,630	–	–	0.03%	142
2022 Q4	$241K	Hold	1,630	–	–	0.03%	146
2022 Q3	$220K	Hold	1,630	–	–	0.03%	148
2022 Q2	$226K	Sell	1,630 -150	-8%	-$24.8K	0.03%	145
2022 Q1	$333K	Buy	1,780 +150	+9%	+$27.1K	0.04%	128
2021 Q4	$267K	Hold	1,630	–	–	0.03%	145
2021 Q3	$273K	Buy	1,630 +287	+21%	+$48K	0.03%	138
2021 Q2	$222K	Buy	+1,343	New	+$210K	0.03%	148

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

First Business Financial Services's AXP Position: Q2 2026 in Review

First Business Financial Services increased its American Express (AXP) stake by 0.2% in Q2 2026, buying an estimated $961 and bringing the position to 1,475 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #123.

First Business Financial Services first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $545K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

First Business Financial Services held 1,475 shares of American Express worth $499K as of Q2 2026.
First Business Financial Services bought 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.04% of First Business Financial Services's portfolio in Q2 2026, its #123 holding.
First Business Financial Services first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
First Business Financial Services's American Express position peaked at $545K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.