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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
Q2 		$4.7M Buy
13,889
+5,049
+57% +$1.62M 0.18% 104
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 $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 $3.38T AUM 44.17% 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

PFG Investments's AXP Position: Q2 2026 in Review

PFG Investments increased its American Express (AXP) stake by 57% in Q2 2026, buying an estimated $1.62M and bringing the position to 13,889 shares worth $4.7M. The position accounts for 0.18% of the portfolio, ranked #104.

PFG Investments first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • PFG Investments held 13,889 shares of American Express worth $4.7M as of Q2 2026.
  • PFG Investments bought 5,049 American Express shares in Q2 2026, an estimated $1.62M.
  • American Express made up 0.18% of PFG Investments's portfolio in Q2 2026, its #104 holding.
  • PFG Investments first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.