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Goldstone Financial Group’s American Express AXP Stock Holding History

Goldstone Financial Group’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 		$268K Buy
793
+22
+3% +$7.04K 0.02% 216
2026
Q1 		$233K Sell
771
-42
-5% -$14.1K 0.03% 209
2025
Q4 		$301K Buy
+813
New +$291K 0.03% 192
2025
Q3 		– Sell
-639
Closed -$210K – 216
2025
Q2 		$210K Buy
+639
New +$180K 0.03% 200

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

Goldstone Financial Group's AXP Position: Q2 2026 in Review

Goldstone Financial Group increased its American Express (AXP) stake by 2.9% in Q2 2026, buying an estimated $7.04K and bringing the position to 793 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #216.

Goldstone Financial Group first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Goldstone Financial Group held 793 shares of American Express worth $268K as of Q2 2026.
  • Goldstone Financial Group bought 22 American Express shares in Q2 2026, an estimated $7.04K.
  • American Express made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #216 holding.
  • Goldstone Financial Group first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Goldstone Financial Group's American Express position peaked at $301K in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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