Global Financial Private Client’s American Express AXP Stock Holding History

Global Financial Private Client’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 Q2	$447K	Buy	1,322 +48	+4%	+$15.4K	0.12%	177
2026 Q1	$385K	Buy	1,274 +17	+1%	+$5.7K	0.13%	178
2025 Q4	$465K	Buy	1,257 +10	+0.8%	+$3.58K	0.16%	152
2025 Q3	$414K	Buy	1,247 +64	+5%	+$20.4K	0.15%	162
2025 Q2	$377K	Buy	1,183 +6	+0.5%	+$1.69K	0.14%	163
2025 Q1	$317K	Buy	1,177 +27	+2%	+$7.98K	0.12%	168
2024 Q4	$341K	Buy	1,150 +12	+1%	+$3.45K	0.13%	163
2024 Q3	$309K	Buy	1,138 +27	+2%	+$6.72K	0.12%	163
2024 Q2	$257K	Sell	1,111 -21	-2%	-$4.86K	0.11%	171
2024 Q1	$258K	Hold	1,132	–	–	0.11%	163
2023 Q4	$212K	Hold	1,132	–	–	0.1%	171
2023 Q3	$169K	Hold	1,132	–	–	0.09%	173
2023 Q2	$199K	Hold	1,132	–	–	0.1%	171
2023 Q1	$185K	Hold	1,132	–	–	0.1%	161
2022 Q4	$167K	Hold	1,132	–	–	0.09%	152
2022 Q3	$159K	Sell	1,132 -122	-10%	-$18.5K	0.09%	158
2022 Q2	$176K	Hold	1,254	–	–	0.1%	146
2022 Q1	$235K	Buy	1,254 +240	+24%	+$43.3K	0.11%	136
2021 Q4	$166K	Hold	1,014	–	–	0.08%	151
2021 Q3	$176K	Hold	1,014	–	–	0.09%	146
2021 Q2	$169K	Hold	1,014	–	–	0.09%	145
2021 Q1	$147K	Hold	1,014	–	–	0.11%	128
2020 Q4	$123K	Buy	1,014 +14	+1%	+$1.55K	0.1%	124
2020 Q3	$101K	Hold	1,000	–	–	0.09%	132
2020 Q2	$94K	Sell	1,000 -352	-26%	-$32.4K	0.08%	152
2020 Q1	$105K	Hold	1,352	–	–	0.11%	138
2019 Q4	$168K	Buy	+1,352	New	+$162K	0.14%	123

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Global Financial Private Client's AXP Position: Q2 2026 in Review

Global Financial Private Client increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,322 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #177.

Global Financial Private Client first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $465K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Global Financial Private Client held 1,322 shares of American Express worth $447K as of Q2 2026.
Global Financial Private Client bought 48 American Express shares in Q2 2026, an estimated $15.4K.
American Express made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #177 holding.
Global Financial Private Client first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's American Express position peaked at $465K in Q4 2025.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.