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Park Square Financial Group’s American Express AXP Stock Holding History

Park Square 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 		$11.5K Sell
34
-20
-37% -$6.4K 0.1% 63
2026
Q1 		$16.3K Sell
54
-112
-67% -$37.6K 0.12% 48
2025
Q4 		$49.3K Buy
166
+58
+54% +$20.8K 0.29% 30
2025
Q3 		$35.9K Sell
108
-610
-85% -$194K 0.15% 49
2025
Q2 		$229K Buy
718
+1
+0.1% +$281 0.17% 95
2025
Q1 		$193K Sell
717
-32
-4% -$9.46K 0.15% 88
2024
Q4 		$222K Buy
+749
New +$215K 0.15% 80

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

Park Square Financial Group's AXP Position: Q2 2026 in Review

Park Square Financial Group reduced its American Express (AXP) stake by 37% in Q2 2026, selling an estimated $6.4K and leaving 34 shares worth $11.5K. The position accounts for 0.1% of the portfolio, ranked #63.

Park Square Financial Group first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Park Square Financial Group held 34 shares of American Express worth $11.5K as of Q2 2026.
  • Park Square Financial Group sold 20 American Express shares in Q2 2026, an estimated $6.4K.
  • American Express made up 0.1% of Park Square Financial Group's portfolio in Q2 2026, its #63 holding.
  • Park Square Financial Group first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's American Express position peaked at $229K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.