Frederick Financial Consultants’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
$204K Buy
+604
New +$193K 0.09% 118
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

Frederick Financial Consultants's AXP Position: Q2 2026 in Review

Frederick Financial Consultants opened a new position in American Express (AXP) in Q2 2026: 604 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #118 among its holdings. This is a return to the name: Frederick Financial Consultants previously reported a position in AXP as recently as Q4 2025.

Frederick Financial Consultants first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $264K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Frederick Financial Consultants held 604 shares of American Express worth $204K as of Q2 2026.
  • American Express was a new Frederick Financial Consultants position in Q2 2026.
  • American Express made up 0.09% of Frederick Financial Consultants's portfolio in Q2 2026, its #118 holding.
  • Frederick Financial Consultants first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Frederick Financial Consultants's American Express position peaked at $264K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.