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Larson Financial Group’s American Express AXP Stock Holding History

Larson 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
2022
Q1 		– Sell
-200
Closed -$1K – 1041
2021
Q4 		$1K Buy
+200
New +$34.1K ﹤0.01% 994

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

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. 3,013 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.
  • 3,013 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.