Phoenix Financial’s American Express AXP Stock Holding History

Phoenix Financial’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	$650K	Sell	2,152 -906	-30%	-$304K	0.01%	272
2025 Q4	$1.13M	Buy	3,058 +1,167	+62%	+$418K	0.01%	222
2025 Q3	$628K	Hold	1,891	–	–	0.01%	268
2025 Q2	$603K	Buy	1,891 +1,039	+122%	+$292K	0.01%	271
2025 Q1	$230K	Buy	+852	New	+$252K	﹤0.01%	332
2021 Q1	–	Sell	-2,390	Closed	-$284K	–	404
2020 Q4	$284K	Buy	+2,390	New	+$265K	0.01%	311
2020 Q3	–	Sell	-24,273	Closed	-$2.17M	–	332
2020 Q2	$2.17M	Buy	24,273 +1,268	+6%	+$117K	0.09%	151
2020 Q1	$1.92M	Buy	23,005 +12,891	+127%	+$1.5M	0.1%	156
2019 Q4	$1.25M	Buy	+10,114	New	+$1.21M	0.05%	149

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Phoenix Financial's AXP Position: Q1 2026 in Review

Phoenix Financial reduced its American Express (AXP) stake by 30% in Q1 2026, selling an estimated $304K and leaving 2,152 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #272.

Phoenix Financial first reported a position in AXP in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.17M in Q2 2020. 2,895 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Phoenix Financial held 2,152 shares of American Express worth $650K as of Q1 2026.
Phoenix Financial sold 906 American Express shares in Q1 2026, an estimated $304K.
American Express made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #272 holding.
Phoenix Financial first reported a position in American Express in Q4 2019 and has held it in 9 quarters since.
Phoenix Financial's American Express position peaked at $2.17M in Q2 2020.
2,895 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.