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Florida Financial Advisors’s American Express AXP Stock Holding History

Florida Financial Advisors’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 		$2.39M Buy
7,049
+1,841
+35% +$589K 0.4% 73
2026
Q1 		$1.58M Buy
5,208
+756
+17% +$253K 0.38% 77
2025
Q4 		$1.64M Buy
4,452
+811
+22% +$290K 0.45% 60
2025
Q3 		$1.21M Buy
3,641
+727
+25% +$231K 0.37% 76
2025
Q2 		$929K Buy
2,914
+413
+17% +$116K 0.31% 75
2025
Q1 		$672K Buy
2,501
+1,266
+103% +$374K 0.27% 82
2024
Q4 		$367K Buy
1,235
+245
+25% +$70.4K 0.16% 120
2024
Q3 		$269K Buy
+990
New +$247K 0.14% 141

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Florida Financial Advisors's AXP Position: Q2 2026 in Review

Florida Financial Advisors increased its American Express (AXP) stake by 35% in Q2 2026, buying an estimated $589K and bringing the position to 7,049 shares worth $2.39M. The position accounts for 0.4% of the portfolio, ranked #73.

Florida Financial Advisors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Florida Financial Advisors held 7,049 shares of American Express worth $2.39M as of Q2 2026.
  • Florida Financial Advisors bought 1,841 American Express shares in Q2 2026, an estimated $589K.
  • American Express made up 0.4% of Florida Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Florida Financial Advisors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.