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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
Q2 		$310K Buy
917
+28
+3% +$8.96K 0.1% 149
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 $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

Prosperity Financial Group's AXP Position: Q2 2026 in Review

Prosperity Financial Group increased its American Express (AXP) stake by 3.1% in Q2 2026, buying an estimated $8.96K and bringing the position to 917 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #149.

Prosperity Financial Group first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Prosperity Financial Group held 917 shares of American Express worth $310K as of Q2 2026.
  • Prosperity Financial Group bought 28 American Express shares in Q2 2026, an estimated $8.96K.
  • American Express made up 0.1% of Prosperity Financial Group's portfolio in Q2 2026, its #149 holding.
  • Prosperity Financial Group first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.