Legacy Financial Strategies’s American Express AXP Stock Holding History

Legacy Financial Strategies’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	$630K	Buy	1,863 +8	+0.4%	+$2.56K	0.1%	76
2026 Q1	$561K	Sell	1,855 -38	-2%	-$12.7K	0.1%	78
2025 Q4	$700K	Buy	1,893 +103	+6%	+$36.9K	0.12%	71
2025 Q3	$595K	Buy	1,790 +32	+2%	+$10.2K	0.11%	73
2025 Q2	$561K	Buy	1,758 +182	+12%	+$51.2K	0.11%	71
2025 Q1	$424K	Sell	1,576 -67	-4%	-$19.8K	0.09%	73
2024 Q4	$490K	Buy	1,643 +11	+0.7%	+$3.16K	0.11%	74
2024 Q3	$443K	Buy	1,632 +40	+3%	+$9.96K	0.1%	69
2024 Q2	$375K	Buy	1,592 +7	+0.4%	+$1.62K	0.09%	67
2024 Q1	$361K	Buy	1,585 +18	+1%	+$3.73K	0.09%	66
2023 Q4	$294K	Hold	1,567	–	–	0.08%	69
2023 Q3	$240K	Buy	1,567 +1	+0.1%	+$164	0.08%	66
2023 Q2	$273K	Hold	1,566	–	–	0.09%	65
2023 Q1	$258K	Hold	1,566	–	–	0.1%	63
2022 Q4	$231K	Hold	1,566	–	–	0.1%	65
2022 Q3	$211K	Buy	+1,566	New	+$237K	0.1%	60

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Financial Strategies's AXP Position: Q2 2026 in Review

Legacy Financial Strategies increased its American Express (AXP) stake by 0.43% in Q2 2026, buying an estimated $2.56K and bringing the position to 1,863 shares worth $630K. The position accounts for 0.1% of the portfolio, ranked #76.

Legacy Financial Strategies first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. The position peaked at $700K in Q4 2025. 890 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legacy Financial Strategies held 1,863 shares of American Express worth $630K as of Q2 2026.
Legacy Financial Strategies bought 8 American Express shares in Q2 2026, an estimated $2.56K.
American Express made up 0.1% of Legacy Financial Strategies's portfolio in Q2 2026, its #76 holding.
Legacy Financial Strategies first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
Legacy Financial Strategies's American Express position peaked at $700K in Q4 2025.
890 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.