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Oxford Financial Group’s American Express AXP Stock Holding History

Oxford 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
Q2 		$342K Sell
1,011
-931
-48% -$298K 0.02% 187
2026
Q1 		$588K Sell
1,942
-170
-8% -$57K 0.03% 148
2025
Q4 		$781K Buy
2,112
+100
+5% +$35.8K 0.04% 107
2025
Q3 		$668K Buy
2,012
+700
+53% +$223K 0.04% 117
2025
Q2 		$419K Sell
1,312
-33
-2% -$9.29K 0.02% 148
2025
Q1 		$362K Buy
1,345
+73
+6% +$21.6K 0.03% 156
2024
Q4 		$378K Sell
1,272
-132
-9% -$37.9K 0.02% 179
2024
Q3 		$381K Sell
1,404
-168
-11% -$41.8K 0.02% 174
2024
Q2 		$364K Buy
1,572
+210
+15% +$48.6K 0.02% 187
2024
Q1 		$310K Sell
1,362
-10
-0.7% -$2.07K 0.02% 175
2023
Q4 		$257K Buy
+1,372
New +$221K 0.02% 201
2023
Q3 		– Sell
-2,059
Closed -$359K – 267
2023
Q2 		$359K Buy
+2,059
New +$332K 0.03% 159

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

Oxford Financial Group's AXP Position: Q2 2026 in Review

Oxford Financial Group reduced its American Express (AXP) stake by 48% in Q2 2026, selling an estimated $298K and leaving 1,011 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #187.

Oxford Financial Group first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $781K in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Oxford Financial Group held 1,011 shares of American Express worth $342K as of Q2 2026.
  • Oxford Financial Group sold 931 American Express shares in Q2 2026, an estimated $298K.
  • American Express made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #187 holding.
  • Oxford Financial Group first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Oxford Financial Group's American Express position peaked at $781K in Q4 2025.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.