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Legacy Financial Independent Advisors’s American Express AXP Stock Holding History

Legacy Financial Independent 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
Q2 		$4.55M Sell
13,453
-171
-1% -$54.8K 2.14% 14
2026
Q1 		$4.12M Buy
+13,624
New +$4.57M 2.14% 17

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 $3.37T AUM 44.26% 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 Independent Advisors's AXP Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its American Express (AXP) stake by 1.3% in Q2 2026, selling an estimated $54.8K and leaving 13,453 shares worth $4.55M. The position accounts for 2.14% of the portfolio, ranked #14.

Legacy Financial Independent Advisors first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,985 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Legacy Financial Independent Advisors held 13,453 shares of American Express worth $4.55M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 171 American Express shares in Q2 2026, an estimated $54.8K.
  • American Express made up 2.14% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #14 holding.
  • Legacy Financial Independent Advisors first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • 2,985 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.