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Legacy Financial Group (Oklahoma)’s American Express AXP Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$237K Hold
785
– – 0.06% 79
2025
Q4 		$290K Hold
785
– – 0.08% 69
2025
Q3 		$261K Hold
785
– – 0.07% 70
2025
Q2 		$250K Sell
785
-22
-3% -$6.19K 0.07% 71
2025
Q1 		$217K Hold
807
– – 0.07% 75
2024
Q4 		$240K Hold
807
– – 0.08% 76
2024
Q3 		$218K Buy
+807
New +$201K 0.07% 77

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 Group (Oklahoma)'s AXP Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) held its American Express (AXP) position steady in Q1 2026 at 785 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #79.

Legacy Financial Group (Oklahoma) first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $290K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 785 shares of American Express worth $237K as of Q1 2026.
  • Legacy Financial Group (Oklahoma) left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #79 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Legacy Financial Group (Oklahoma)'s American Express position peaked at $290K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.