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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
Q2 		$268K Buy
792
+7
+0.9% +$2.24K 0.06% 78
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 $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 Financial Group (Oklahoma)'s AXP Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its American Express (AXP) stake by 0.89% in Q2 2026, buying an estimated $2.24K and bringing the position to 792 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #78.

Legacy Financial Group (Oklahoma) first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $290K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 792 shares of American Express worth $268K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 7 American Express shares in Q2 2026, an estimated $2.24K.
  • American Express made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #78 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Legacy Financial Group (Oklahoma)'s American Express position peaked at $290K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.