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Founders Financial Alliance’s American Express AXP Stock Holding History

Founders Financial Alliance’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 		$1.35M Buy
3,990
+48
+1% +$15.4K 0.18% 116
2026
Q1 		$1.19M Buy
3,942
+307
+8% +$103K 0.21% 105
2025
Q4 		$1.35M Buy
3,635
+175
+5% +$62.6K 0.25% 97
2025
Q3 		$1.15M Buy
3,460
+580
+20% +$184K 0.22% 103
2025
Q2 		$919K Buy
2,880
+124
+4% +$34.9K 0.21% 105
2025
Q1 		$742K Buy
2,756
+87
+3% +$25.7K 0.18% 117
2024
Q4 		$792K Buy
2,669
+107
+4% +$30.7K 0.22% 100
2024
Q3 		$695K Buy
2,562
+61
+2% +$15.2K 0.19% 109
2024
Q2 		$579K Sell
2,501
-93
-4% -$21.5K 0.17% 118
2024
Q1 		$591K Buy
2,594
+150
+6% +$31.1K 0.18% 115
2023
Q4 		$458K Buy
2,444
+270
+12% +$43.5K 0.18% 113
2023
Q3 		$324K Sell
2,174
-212
-9% -$34.7K 0.14% 156
2023
Q2 		$416K Buy
+2,386
New +$385K 0.16% 136
2023
Q1 		– Sell
-1,868
Closed -$276K – 459
2022
Q4 		$276K Hold
1,868
– – 0.13% 174
2022
Q3 		$252K Sell
1,868
-525
-22% -$79.5K 0.13% 175
2022
Q2 		$332K Buy
2,393
+593
+33% +$98K 0.17% 140
2022
Q1 		$337K Sell
1,800
-14
-0.8% -$2.53K 0.15% 144
2021
Q4 		$297K Hold
1,814
– – 0.12% 182
2021
Q3 		$304K Buy
1,814
+7
+0.4% +$1.17K 0.14% 160
2021
Q2 		$298K Buy
1,807
+9
+0.5% +$1.41K 0.14% 172
2021
Q1 		$275K Sell
1,798
-196
-10% -$25.9K 0.14% 173
2020
Q4 		$242K Buy
1,994
+109
+6% +$12.1K 0.14% 164
2020
Q3 		$194K Buy
+1,885
New +$185K 0.12% 163

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 $3.38T AUM 44.17% 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

Founders Financial Alliance's AXP Position: Q2 2026 in Review

Founders Financial Alliance increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,990 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #116.

Founders Financial Alliance first reported a position in AXP in Q3 2020 and has held it in 23 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Founders Financial Alliance held 3,990 shares of American Express worth $1.35M as of Q2 2026.
  • Founders Financial Alliance bought 48 American Express shares in Q2 2026, an estimated $15.4K.
  • American Express made up 0.18% of Founders Financial Alliance's portfolio in Q2 2026, its #116 holding.
  • Founders Financial Alliance first reported a position in American Express in Q3 2020 and has held it in 23 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.