Francis Financial’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.06M Buy
3,485
+3
+0.1% +$1K 0.17% 52
2026
Q2
$1.18M Buy
3,482
+31
+0.9% +$9.9K 0.19% 51
2026
Q1
$1.04M Buy
3,451
+1,920
+125% +$644K 0.19% 48
2025
Q4
$566K Sell
1,531
-69
-4% -$24.7K 0.11% 65
2025
Q3
$638K Buy
+1,600
New +$509K 0.11% 61

Other funds holding AXP

Francis Financial's AXP Position: Q3 2026 in Review

Francis Financial increased its American Express (AXP) stake by 0.09% in Q3 2026, buying an estimated $1K and bringing the position to 3,485 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #52.

Francis Financial first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Francis Financial held 3,485 shares of American Express worth $1.06M as of Q3 2026.
  • Francis Financial bought 3 American Express shares in Q3 2026, an estimated $1K.
  • American Express made up 0.17% of Francis Financial's portfolio in Q3 2026, its #52 holding.
  • Francis Financial first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Francis Financial's American Express position peaked at $1.18M in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.