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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Oxford Financial Group's AXP Position: Q1 2026 in Review

Oxford Financial Group reduced its American Express (AXP) stake by 8% in Q1 2026, selling an estimated $57K and leaving 1,942 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #148.

Oxford Financial Group first reported a position in AXP in Q2 2023 and has held it in 11 quarters since. The position peaked at $781K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Oxford Financial Group held 1,942 shares of American Express worth $588K as of Q1 2026.
Oxford Financial Group sold 170 American Express shares in Q1 2026, an estimated $57K.
American Express made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #148 holding.
Oxford Financial Group first reported a position in American Express in Q2 2023 and has held it in 11 quarters since.
Oxford Financial Group's American Express position peaked at $781K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.