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Pure Financial Advisors’s American Express AXP Stock Holding History

Pure Financial Advisors’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 		$1.16M Buy
3,846
+124
+3% +$41.6K 0.02% 207
2025
Q4 		$1.38M Buy
3,722
+220
+6% +$78.7K 0.02% 192
2025
Q3 		$1.16M Sell
3,502
-39
-1% -$12.4K 0.02% 194
2025
Q2 		$1.13M Buy
3,541
+865
+32% +$243K 0.02% 192
2025
Q1 		$720K Buy
2,676
+616
+30% +$182K 0.02% 200
2024
Q4 		$611K Buy
2,060
+373
+22% +$107K 0.01% 194
2024
Q3 		$457K Buy
1,687
+68
+4% +$16.9K 0.01% 223
2024
Q2 		$375K Buy
1,619
+10
+0.6% +$2.32K 0.01% 230
2024
Q1 		$366K Buy
1,609
+354
+28% +$73.4K 0.01% 234
2023
Q4 		$235K Sell
1,255
-157
-11% -$25.3K 0.01% 272
2023
Q3 		$211K Buy
+1,412
New +$231K 0.01% 250

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

Pure Financial Advisors's AXP Position: Q1 2026 in Review

Pure Financial Advisors increased its American Express (AXP) stake by 3.3% in Q1 2026, buying an estimated $41.6K and bringing the position to 3,846 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #207.

Pure Financial Advisors first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Pure Financial Advisors held 3,846 shares of American Express worth $1.16M as of Q1 2026.
  • Pure Financial Advisors bought 124 American Express shares in Q1 2026, an estimated $41.6K.
  • American Express made up 0.02% of Pure Financial Advisors's portfolio in Q1 2026, its #207 holding.
  • Pure Financial Advisors first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
  • Pure Financial Advisors's American Express position peaked at $1.38M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.