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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Larson Financial Group increased its American Express (AXP) stake by 19% in Q1 2026, buying an estimated $262K and bringing the position to 4,856 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #269.

Larson Financial Group first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.61M in Q3 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Larson Financial Group held 4,856 shares of American Express worth $1.47M as of Q1 2026.
  • Larson Financial Group bought 781 American Express shares in Q1 2026, an estimated $262K.
  • American Express made up 0.05% of Larson Financial Group's portfolio in Q1 2026, its #269 holding.
  • Larson Financial Group first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's American Express position peaked at $1.61M in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.