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PFG Investments’s American Express AXP Stock Holding History

PFG Investments’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 		$2.67M Buy
8,840
+1,058
+14% +$355K 0.12% 147
2025
Q4 		$2.88M Buy
7,782
+908
+13% +$325K 0.14% 134
2025
Q3 		$2.28M Buy
6,874
+312
+5% +$99.2K 0.12% 158
2025
Q2 		$2.09M Buy
6,562
+134
+2% +$37.7K 0.12% 157
2025
Q1 		$1.73M Buy
6,428
+749
+13% +$221K 0.11% 185
2024
Q4 		$1.42M Sell
5,679
-570
-9% -$164K 0.09% 215
2024
Q3 		$1.69M Sell
6,249
-253
-4% -$63K 0.11% 183
2024
Q2 		$1.51M Buy
6,502
+373
+6% +$86.4K 0.11% 186
2024
Q1 		$1.4M Buy
6,129
+4,315
+238% +$895K 0.08% 263
2023
Q4 		$340K Sell
1,814
-406
-18% -$65.4K 0.06% 324
2023
Q3 		$331K Buy
2,220
+429
+24% +$70.2K 0.06% 329
2023
Q2 		$312K Buy
1,791
+313
+21% +$50.5K 0.06% 363
2023
Q1 		$244K Buy
+1,478
New +$245K 0.05% 395

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

PFG Investments's AXP Position: Q1 2026 in Review

PFG Investments increased its American Express (AXP) stake by 14% in Q1 2026, buying an estimated $355K and bringing the position to 8,840 shares worth $2.67M. The position accounts for 0.12% of the portfolio, ranked #147.

PFG Investments first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.88M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • PFG Investments held 8,840 shares of American Express worth $2.67M as of Q1 2026.
  • PFG Investments bought 1,058 American Express shares in Q1 2026, an estimated $355K.
  • American Express made up 0.12% of PFG Investments's portfolio in Q1 2026, its #147 holding.
  • PFG Investments first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • PFG Investments's American Express position peaked at $2.88M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.