Houlihan Financial Resource Group’s American Express AXP Stock Holding History

Houlihan Financial Resource 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 Q1	$404K	Hold	1,335	–	–	0.16%	84
2025 Q4	$494K	Buy	+1,335	New	+$478K	0.19%	77
2025 Q3	–	Sell	-1,357	Closed	-$432K	–	74
2025 Q2	$432K	Hold	1,357	–	–	0.18%	77
2025 Q1	$365K	Hold	1,357	–	–	0.16%	82
2024 Q4	$403K	Hold	1,357	–	–	0.17%	81
2024 Q3	$368K	Hold	1,357	–	–	0.15%	85
2024 Q2	$314K	Hold	1,357	–	–	0.21%	54
2024 Q1	$309K	Hold	1,357	–	–	0.14%	85
2023 Q4	$254K	Hold	1,357	–	–	0.12%	89
2023 Q3	$202K	Buy	+1,357	New	+$222K	0.11%	93
2023 Q2	–	Sell	-1,357	Closed	-$224K	–	138
2023 Q1	$224K	Hold	1,357	–	–	0.12%	85
2022 Q4	$201K	Buy	+1,357	New	+$201K	0.12%	87
2020 Q3	$167K	Buy	+1,506	New	+$148K	0.1%	106

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Houlihan Financial Resource Group's AXP Position: Q1 2026 in Review

Houlihan Financial Resource Group held its American Express (AXP) position steady in Q1 2026 at 1,335 shares worth $404K. The position accounts for 0.16% of the portfolio, ranked #84.

Houlihan Financial Resource Group first reported a position in AXP in Q3 2020 and has held it in 13 quarters since. The position peaked at $494K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Houlihan Financial Resource Group held 1,335 shares of American Express worth $404K as of Q1 2026.
Houlihan Financial Resource Group left its American Express share count unchanged in Q1 2026.
American Express made up 0.16% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #84 holding.
Houlihan Financial Resource Group first reported a position in American Express in Q3 2020 and has held it in 13 quarters since.
Houlihan Financial Resource Group's American Express position peaked at $494K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.