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Prosperity Financial Group’s American Express AXP Stock Holding History

Prosperity Financial Group’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 		$269K Buy
889
+80
+10% +$26.8K 0.1% 157
2025
Q4 		$299K Buy
+809
New +$290K 0.11% 139

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

Prosperity Financial Group's AXP Position: Q1 2026 in Review

Prosperity Financial Group increased its American Express (AXP) stake by 9.9% in Q1 2026, buying an estimated $26.8K and bringing the position to 889 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #157.

Prosperity Financial Group first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $299K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Prosperity Financial Group held 889 shares of American Express worth $269K as of Q1 2026.
  • Prosperity Financial Group bought 80 American Express shares in Q1 2026, an estimated $26.8K.
  • American Express made up 0.1% of Prosperity Financial Group's portfolio in Q1 2026, its #157 holding.
  • Prosperity Financial Group first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Prosperity Financial Group's American Express position peaked at $299K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.