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Legacy Financial Advisors’s American Express AXP Stock Holding History

Legacy Financial Advisors’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 		$960K Buy
3,173
+481
+18% +$161K 0.13% 135
2025
Q4 		$996K Sell
2,692
-260
-9% -$93K 0.14% 129
2025
Q3 		$981K Sell
2,952
-308
-9% -$98K 0.14% 125
2025
Q2 		$1.04M Buy
3,260
+248
+8% +$69.8K 0.16% 105
2025
Q1 		$810K Sell
3,012
-72
-2% -$21.3K 0.14% 130
2024
Q4 		$915K Buy
3,084
+319
+12% +$91.6K 0.15% 111
2024
Q3 		$750K Buy
2,765
+111
+4% +$27.6K 0.13% 140
2024
Q2 		$615K Buy
2,654
+188
+8% +$43.5K 0.11% 157
2024
Q1 		$562K Buy
2,466
+124
+5% +$25.7K 0.1% 169
2023
Q4 		$439K Buy
2,342
+156
+7% +$25.1K 0.08% 180
2023
Q3 		$326K Sell
2,186
-2
-0.1% -$327 0.07% 194
2023
Q2 		$381K Buy
2,188
+165
+8% +$26.6K 0.07% 169
2023
Q1 		$334K Buy
2,023
+247
+14% +$41K 0.07% 171
2022
Q4 		$262K Buy
1,776
+277
+18% +$41K 0.06% 195
2022
Q3 		$202K Buy
+1,499
New +$227K 0.05% 210
2022
Q2 		– Sell
-1,463
Closed -$274K – 222
2022
Q1 		$274K Buy
+1,463
New +$264K 0.06% 178
2021
Q3 		– Sell
-1,215
Closed -$201K – 184
2021
Q2 		$201K Buy
+1,215
New +$190K 0.05% 169
2019
Q2 		– Sell
-1,046
Closed -$114K – 188
2019
Q1 		$114K Buy
1,046
+212
+25% +$22.3K 0.04% 147
2018
Q4 		$79K Buy
834
+88
+12% +$9.21K 0.03% 171
2018
Q3 		$79K Hold
746
– – 0.03% 199
2018
Q2 		$75K Buy
746
+46
+7% +$4.52K 0.03% 199
2018
Q1 		$65K Buy
700
+34
+5% +$3.29K 0.03% 211
2017
Q4 		$66K Buy
+666
New +$63.4K 0.03% 211

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

Legacy Financial Advisors's AXP Position: Q1 2026 in Review

Legacy Financial Advisors increased its American Express (AXP) stake by 18% in Q1 2026, buying an estimated $161K and bringing the position to 3,173 shares worth $960K. The position accounts for 0.13% of the portfolio, ranked #135.

Legacy Financial Advisors first reported a position in AXP in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.04M in Q2 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Legacy Financial Advisors held 3,173 shares of American Express worth $960K as of Q1 2026.
  • Legacy Financial Advisors bought 481 American Express shares in Q1 2026, an estimated $161K.
  • American Express made up 0.13% of Legacy Financial Advisors's portfolio in Q1 2026, its #135 holding.
  • Legacy Financial Advisors first reported a position in American Express in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's American Express position peaked at $1.04M in Q2 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.