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Personal CFO Solutions’s American Express AXP Stock Holding History

Personal CFO Solutions’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 		$3.54M Sell
10,480
-142
-1% -$45.5K 0.51% 30
2026
Q1 		$3.21M Buy
10,622
+1,772
+20% +$594K 0.45% 38
2025
Q4 		$3.27M Sell
8,850
-452
-5% -$162K 0.52% 31
2025
Q3 		$3.09M Sell
9,302
-666
-7% -$212K 0.54% 31
2025
Q2 		$3.18M Sell
9,968
-1,092
-10% -$307K 0.59% 29
2025
Q1 		$2.98M Sell
11,060
-295
-3% -$87.2K 0.6% 26
2024
Q4 		$3.37M Buy
11,355
+519
+5% +$149K 0.66% 21
2024
Q3 		$2.94M Sell
10,836
-1,513
-12% -$377K 0.41% 49
2024
Q2 		$2.86M Buy
12,349
+613
+5% +$142K 0.44% 44
2024
Q1 		$2.67M Sell
11,736
-565
-5% -$117K 0.42% 46
2023
Q4 		$2.3M Sell
12,301
-3,659
-23% -$589K 0.4% 46
2023
Q3 		$2.38M Buy
15,960
+3,708
+30% +$607K 0.47% 44
2023
Q2 		$2.13M Sell
12,252
-680
-5% -$110K 0.43% 52
2023
Q1 		$2.13M Buy
12,932
+775
+6% +$129K 0.44% 48
2022
Q4 		$1.8M Buy
12,157
+4,814
+66% +$713K 0.38% 52
2022
Q3 		$991K Buy
7,343
+1,275
+21% +$193K 0.25% 74
2022
Q2 		$841K Sell
6,068
-1,855
-23% -$306K 0.2% 85
2022
Q1 		$1.48M Sell
7,923
-22
-0.3% -$3.97K 0.29% 61
2021
Q4 		$1.3M Buy
7,945
+2,837
+56% +$484K 0.24% 82
2021
Q3 		$856K Sell
5,108
-132
-3% -$22.1K 0.18% 121
2021
Q2 		$866K Buy
5,240
+77
+1% +$12.1K 0.18% 116
2021
Q1 		$730K Buy
5,163
+453
+10% +$59.9K 0.16% 120
2020
Q4 		$569K Buy
4,710
+1,274
+37% +$141K 0.14% 133
2020
Q3 		$0 Buy
3,436
+202
+6% +$19.9K ﹤0.01% 149
2020
Q2 		$308K Buy
3,234
+596
+23% +$54.9K 0.09% 207
2020
Q1 		$226K Buy
2,638
+196
+8% +$22.8K 0.08% 216
2019
Q4 		$304K Buy
+2,442
New +$292K 0.09% 201

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

Personal CFO Solutions's AXP Position: Q2 2026 in Review

Personal CFO Solutions reduced its American Express (AXP) stake by 1.3% in Q2 2026, selling an estimated $45.5K and leaving 10,480 shares worth $3.54M. The position accounts for 0.51% of the portfolio, ranked #30.

Personal CFO Solutions first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Personal CFO Solutions held 10,480 shares of American Express worth $3.54M as of Q2 2026.
  • Personal CFO Solutions sold 142 American Express shares in Q2 2026, an estimated $45.5K.
  • American Express made up 0.51% of Personal CFO Solutions's portfolio in Q2 2026, its #30 holding.
  • Personal CFO Solutions first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • 3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.