PFA
AXP icon

Perryman Financial Advisory’s American Express AXP Stock Holding History

Perryman Financial Advisory’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 		$282K Buy
931
+210
+29% +$70.4K 0.04% 153
2025
Q4 		$267K Buy
+721
New +$258K 0.04% 158

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Perryman Financial Advisory's AXP Position: Q1 2026 in Review

Perryman Financial Advisory increased its American Express (AXP) stake by 29% in Q1 2026, buying an estimated $70.4K and bringing the position to 931 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #153.

Perryman Financial Advisory first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Perryman Financial Advisory held 931 shares of American Express worth $282K as of Q1 2026.
  • Perryman Financial Advisory bought 210 American Express shares in Q1 2026, an estimated $70.4K.
  • American Express made up 0.04% of Perryman Financial Advisory's portfolio in Q1 2026, its #153 holding.
  • Perryman Financial Advisory first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.