Omega Financial Group’s American Express AXP Stock Holding History

Omega Financial Group’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 Q3	$377K	Buy	1,241 +41	+3%	+$13.7K	0.12%	75
2026 Q2	$406K	Hold	1,200	–	–	0.12%	68
2026 Q1	$363K	Sell	1,200 -18	-1%	-$6.04K	0.12%	73
2025 Q4	$451K	Buy	1,218 +18	+2%	+$6.44K	0.15%	71
2025 Q3	$399K	Hold	1,200	–	–	0.13%	76
2025 Q2	$383K	Hold	1,200	–	–	0.14%	72
2025 Q1	$323K	Hold	1,200	–	–	0.12%	69
2024 Q4	$356K	Hold	1,200	–	–	0.13%	68
2024 Q3	$325K	Hold	1,200	–	–	0.12%	69
2024 Q2	$278K	Hold	1,200	–	–	0.11%	74
2024 Q1	$273K	Hold	1,200	–	–	0.11%	75
2023 Q4	$225K	Buy	+1,200	New	+$193K	0.1%	76
2023 Q3	–	Sell	-1,200	Closed	-$209K	–	79
2023 Q2	$209K	Buy	+1,200	New	+$194K	0.1%	81

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Omega Financial Group's AXP Position: Q3 2026 in Review

Omega Financial Group increased its American Express (AXP) stake by 3.4% in Q3 2026, buying an estimated $13.7K and bringing the position to 1,241 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #75.

Omega Financial Group first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $451K in Q4 2025. 1,788 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Omega Financial Group held 1,241 shares of American Express worth $377K as of Q3 2026.
Omega Financial Group bought 41 American Express shares in Q3 2026, an estimated $13.7K.
American Express made up 0.12% of Omega Financial Group's portfolio in Q3 2026, its #75 holding.
Omega Financial Group first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
Omega Financial Group's American Express position peaked at $451K in Q4 2025.
1,788 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Omega Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.