Founders Financial Securities’s American Express AXP Stock Holding History

Founders Financial Securities’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	$1.04M	Sell	3,277 -751	-19%	-$252K	0.06%	280
2025 Q4	$1.49M	Buy	4,028 +1,753	+77%	+$627K	0.09%	220
2025 Q3	$756K	Sell	2,275 -506	-18%	-$161K	0.05%	290
2025 Q2	$887K	Sell	2,781 -24	-0.9%	-$6.75K	0.07%	258
2025 Q1	$743K	Buy	2,805 +748	+36%	+$221K	0.06%	263
2024 Q4	$610K	Buy	2,057 +28	+1%	+$8.04K	0.06%	259
2024 Q3	$550K	Sell	2,029 -502	-20%	-$125K	0.05%	254
2024 Q2	$586K	Buy	2,531 +1,056	+72%	+$245K	0.06%	259
2024 Q1	$336K	Sell	1,475 -2,410	-62%	-$500K	0.04%	308
2023 Q4	$728K	Buy	+3,885	New	+$625K	0.08%	205
2023 Q2	–	Sell	-2,197	Closed	-$362K	–	324
2023 Q1	$362K	Buy	+2,197	New	+$364K	0.05%	241

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Founders Financial Securities's AXP Position: Q1 2026 in Review

Founders Financial Securities reduced its American Express (AXP) stake by 19% in Q1 2026, selling an estimated $252K and leaving 3,277 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #280.

Founders Financial Securities first reported a position in AXP in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Founders Financial Securities held 3,277 shares of American Express worth $1.04M as of Q1 2026.
Founders Financial Securities sold 751 American Express shares in Q1 2026, an estimated $252K.
American Express made up 0.06% of Founders Financial Securities's portfolio in Q1 2026, its #280 holding.
Founders Financial Securities first reported a position in American Express in Q1 2023 and has held it in 11 quarters since.
Founders Financial Securities's American Express position peaked at $1.49M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.