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Jefferies Financial Group’s American Express AXP Stock Holding History

Jefferies 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
Q1 		$11.9M Buy
39,502
+26,580
+206% +$8.91M 0.08% 189
2025
Q4 		$4.78M Sell
12,922
-22,408
-63% -$8.02M 0.02% 494
2025
Q3 		$11.7M Buy
35,330
+25,065
+244% +$7.97M 0.06% 209
2025
Q2 		$3.27M Buy
10,265
+2,202
+27% +$620K 0.03% 406
2025
Q1 		$2.17M Buy
8,063
+6,301
+358% +$1.86M 0.02% 557
2024
Q4 		$523K Buy
+1,762
New +$506K ﹤0.01% 1088
2024
Q3 		– Sell
-3,900
Closed -$903K – 1437
2024
Q2 		$903K Sell
3,900
-8,000
-67% -$1.85M 0.01% 786
2024
Q1 		$2.71M Buy
11,900
+1,717
+17% +$356K 0.03% 489
2023
Q4 		$1.91M Buy
10,183
+7,210
+243% +$1.16M 0.01% 733
2023
Q3 		$444K Sell
2,973
-3,915
-57% -$640K ﹤0.01% 1111
2023
Q2 		$1.2M Sell
6,888
-14,834
-68% -$2.39M 0.01% 849
2023
Q1 		$3.58M Buy
21,722
+15,359
+241% +$2.55M 0.03% 459
2022
Q4 		$940K Buy
+6,363
New +$943K 0.01% 890

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jefferies Financial Group's AXP Position: Q1 2026 in Review

Jefferies Financial Group increased its American Express (AXP) stake by 206% in Q1 2026, buying an estimated $8.91M and bringing the position to 39,502 shares worth $11.9M. The position accounts for 0.08% of the portfolio, ranked #189.

Jefferies Financial Group first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. 2,895 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Jefferies Financial Group held 39,502 shares of American Express worth $11.9M as of Q1 2026.
  • Jefferies Financial Group bought 26,580 American Express shares in Q1 2026, an estimated $8.91M.
  • American Express made up 0.08% of Jefferies Financial Group's portfolio in Q1 2026, its #189 holding.
  • Jefferies Financial Group first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
  • 2,895 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.