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
Q2
$1.18M Buy
3,482
+31
+0.9% +$9.93K 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: Q2 2026 in Review

Francis Financial increased its American Express (AXP) stake by 0.9% in Q2 2026, buying an estimated $9.93K and bringing the position to 3,482 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #51.

Francis Financial first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Francis Financial held 3,482 shares of American Express worth $1.18M as of Q2 2026.
  • Francis Financial bought 31 American Express shares in Q2 2026, an estimated $9.93K.
  • American Express made up 0.19% of Francis Financial's portfolio in Q2 2026, its #51 holding.
  • Francis Financial first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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