First Pacific Financial’s American Express AXP Stock Holding History

First Pacific Financial’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	$70.7K	Sell	209 -15	-7%	-$4.8K	0.01%	228
2026 Q1	$67.9K	Buy	224 +16	+8%	+$5.37K	0.01%	221
2025 Q4	$77K	Hold	208	–	–	0.01%	214
2025 Q3	$69.1K	Hold	208	–	–	0.01%	221
2025 Q2	$66.3K	Buy	208 +200	+2,500%	+$56.3K	0.01%	221
2025 Q1	$2.15K	Sell	8 -561	-99%	-$166K	﹤0.01%	443
2024 Q4	$169K	Buy	569 +1	+0.2%	+$287	0.04%	143
2024 Q3	$154K	Buy	568 +2	+0.4%	+$498	0.04%	140
2024 Q2	$131K	Sell	566 -6	-1%	-$1.39K	0.03%	130
2024 Q1	$130K	Buy	572 +9	+2%	+$1.87K	0.04%	130
2023 Q4	$105K	Hold	563	–	–	0.03%	135
2023 Q3	$84K	Buy	+563	New	+$92.1K	0.04%	130

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

First Pacific Financial's AXP Position: Q2 2026 in Review

First Pacific Financial reduced its American Express (AXP) stake by 6.7% in Q2 2026, selling an estimated $4.8K and leaving 209 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #228.

First Pacific Financial first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $169K in Q4 2024. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

First Pacific Financial held 209 shares of American Express worth $70.7K as of Q2 2026.
First Pacific Financial sold 15 American Express shares in Q2 2026, an estimated $4.8K.
American Express made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #228 holding.
First Pacific Financial first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
First Pacific Financial's American Express position peaked at $169K in Q4 2024.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.