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Optimize Financial’s American Express AXP Stock Holding History

Optimize Financial’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 		$533K Sell
1,577
-5
-0.3% -$1.6K 0.19% 121
2026
Q1 		$479K Buy
+1,582
New +$530K 0.24% 113
2025
Q3 		– Sell
-1,326
Closed -$423K – 337
2025
Q2 		$423K Sell
1,326
-8
-0.6% -$2.25K 0.26% 105
2025
Q1 		$359K Buy
+1,334
New +$394K 0.14% 140

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

Optimize Financial's AXP Position: Q2 2026 in Review

Optimize Financial reduced its American Express (AXP) stake by 0.32% in Q2 2026, selling an estimated $1.6K and leaving 1,577 shares worth $533K. The position accounts for 0.19% of the portfolio, ranked #121.

Optimize Financial first reported a position in AXP in Q1 2025 and has held it in 4 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Optimize Financial held 1,577 shares of American Express worth $533K as of Q2 2026.
  • Optimize Financial sold 5 American Express shares in Q2 2026, an estimated $1.6K.
  • American Express made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #121 holding.
  • Optimize Financial first reported a position in American Express in Q1 2025 and has held it in 4 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.