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Godfrey Financial Associates’s American Express AXP Stock Holding History

Godfrey Financial Associates’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 		$12.5K Sell
37
-21
-36% -$6.72K 0.01% 415
2026
Q1 		$17.5K Buy
58
+4
+7% +$1.34K 0.02% 349
2025
Q4 		$20K Buy
+54
New +$19.3K 0.02% 326

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Godfrey Financial Associates's AXP Position: Q2 2026 in Review

Godfrey Financial Associates reduced its American Express (AXP) stake by 36% in Q2 2026, selling an estimated $6.72K and leaving 37 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #415.

Godfrey Financial Associates first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $20K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Godfrey Financial Associates held 37 shares of American Express worth $12.5K as of Q2 2026.
  • Godfrey Financial Associates sold 21 American Express shares in Q2 2026, an estimated $6.72K.
  • American Express made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #415 holding.
  • Godfrey Financial Associates first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's American Express position peaked at $20K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.