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Legacy Capital Group California’s American Express AXP Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-1,546
Closed -$468K – 305
2026
Q1 		$468K Sell
1,546
-403
-21% -$135K 0.18% 181
2025
Q4 		$721K Sell
1,949
-37
-2% -$13.2K 0.17% 155
2025
Q3 		$660K Sell
1,986
-39
-2% -$12.4K 0.17% 164
2025
Q2 		$646K Buy
2,025
+11
+0.5% +$3.1K 0.18% 147
2025
Q1 		$542K Sell
2,014
-54
-3% -$16K 0.19% 154
2024
Q4 		$614K Hold
2,068
– – 0.19% 149
2024
Q3 		$561K Buy
+2,068
New +$515K 0.19% 158

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 $3.38T AUM 44.17% 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

Legacy Capital Group California's AXP Position: Q2 2026 in Review

Legacy Capital Group California sold out of American Express (AXP) in Q2 2026, closing a stake of 1,546 shares — an estimated $468K sold.

Legacy Capital Group California first reported a position in AXP in Q3 2024 and held it in 7 quarters. The position peaked at $721K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Legacy Capital Group California reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,546 American Express shares in Q2 2026, an estimated $468K.
  • Legacy Capital Group California first reported a position in American Express in Q3 2024 and held it in 7 quarters.
  • Legacy Capital Group California's American Express position peaked at $721K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.