Larson Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.72M | Buy |
5,081
+225
| +5% | +$72K | 0.05% | 274 |
|
|
2026
Q1 | $1.47M | Buy |
4,856
+781
| +19% | +$262K | 0.05% | 269 |
|
|
2025
Q4 | $1.51M | Sell |
4,075
-761
| -16% | -$272K | 0.05% | 267 |
|
|
2025
Q3 | $1.61M | Buy |
4,836
+429
| +10% | +$136K | 0.06% | 253 |
|
|
2025
Q2 | $1.41M | Buy |
4,407
+173
| +4% | +$48.7K | 0.06% | 254 |
|
|
2025
Q1 | $1.14M | Buy |
4,234
+914
| +28% | +$270K | 0.05% | 248 |
|
|
2024
Q4 | $985K | Sell |
3,320
-300
| -8% | -$86.2K | 0.05% | 247 |
|
|
2024
Q3 | $982K | Buy |
3,620
+890
| +33% | +$222K | 0.06% | 235 |
|
|
2024
Q2 | $632K | Buy |
2,730
+212
| +8% | +$49.1K | 0.04% | 239 |
|
|
2024
Q1 | $573K | Buy |
2,518
+99
| +4% | +$20.5K | 0.04% | 218 |
|
|
2023
Q4 | $453K | Buy |
2,419
+6
| +0.2% | +$966 | 0.04% | 231 |
|
|
2023
Q3 | $360K | Buy |
2,413
+119
| +5% | +$19.5K | 0.04% | 232 |
|
|
2023
Q2 | $400K | Sell |
2,294
-347
| -13% | -$56K | 0.04% | 219 |
|
|
2023
Q1 | $436K | Buy |
2,641
+2,339
| +775% | +$388K | 0.05% | 215 |
|
|
2022
Q4 | $44.7K | Sell |
302
-349
| -54% | -$51.7K | 0.01% | 541 |
|
|
2022
Q3 | $88K | Buy |
651
+413
| +174% | +$62.5K | 0.01% | 373 |
|
|
2022
Q2 | $33K | Sell |
238
-78
| -25% | -$12.9K | 0.01% | 451 |
|
|
2022
Q1 | $59K | Hold |
316
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $52K | Buy |
316
+1
| +0.3% | +$171 | 0.01% | 376 |
|
|
2021
Q3 | $53K | Buy |
315
+119
| +61% | +$19.9K | 0.01% | 286 |
|
|
2021
Q2 | $32K | Hold |
196
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $28K | Buy |
196
+1
| +0.5% | +$132 | 0.01% | 358 |
|
|
2020
Q4 | $24K | Sell |
195
-316
| -62% | -$35K | 0.01% | 331 |
|
|
2020
Q3 | $51K | Buy |
511
+217
| +74% | +$21.3K | 0.02% | 196 |
|
|
2020
Q2 | $28K | Buy |
294
+107
| +57% | +$9.85K | 0.01% | 248 |
|
|
2020
Q1 | $16K | Buy |
187
+48
| +35% | +$5.58K | 0.01% | 240 |
|
|
2019
Q4 | $17K | Hold |
139
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $16K | Buy |
139
+1
| +0.7% | +$123 | 0.01% | 243 |
|
|
2019
Q2 | $17K | Hold |
138
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $15K | Buy |
138
+1
| +0.7% | +$105 | 0.01% | 196 |
|
|
2018
Q4 | $13K | Buy |
+137
| New | +$14.3K | 0.01% | 198 |
|
Other funds holding AXP
Larson Financial Group's AXP Position: Q2 2026 in Review
Larson Financial Group increased its American Express (AXP) stake by 4.6% in Q2 2026, buying an estimated $72K and bringing the position to 5,081 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #274.
Larson Financial Group first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Larson Financial Group held 5,081 shares of American Express worth $1.72M as of Q2 2026.
- Larson Financial Group bought 225 American Express shares in Q2 2026, an estimated $72K.
- American Express made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #274 holding.
- Larson Financial Group first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.