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Frederick Financial Consultants’s American Express AXP Stock Holding History

Frederick Financial Consultants’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 		– Sell
-713
Closed -$264K – 111
2025
Q4 		$264K Sell
713
-19
-3% -$6.8K 0.14% 88
2025
Q3 		$243K Buy
732
+26
+4% +$8.27K 0.14% 94
2025
Q2 		$225K Buy
+706
New +$199K 0.14% 95

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Frederick Financial Consultants's AXP Position: Q1 2026 in Review

Frederick Financial Consultants sold out of American Express (AXP) in Q1 2026, closing a stake of 713 shares — an estimated $264K sold.

Frederick Financial Consultants first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $264K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Frederick Financial Consultants reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Frederick Financial Consultants sold 713 American Express shares in Q1 2026, an estimated $264K.
  • Frederick Financial Consultants first reported a position in American Express in Q2 2025 and held it in 3 quarters.
  • Frederick Financial Consultants's American Express position peaked at $264K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.