RFP Financial Group’s American Express AXP Stock Holding History

RFP 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	$774K	Sell	2,557 -80	-3%	-$26.8K	0.42%	32
2025 Q4	$976K	Sell	2,637 -21	-0.8%	-$7.51K	0.47%	25
2025 Q3	$877K	Buy	2,658 +14	+0.5%	+$4.45K	0.36%	43
2025 Q2	$843K	Sell	2,644 -3	-0.1%	-$844	0.35%	43
2025 Q1	$712K	Sell	2,647 -11	-0.4%	-$3.25K	0.29%	58
2024 Q4	$789K	Hold	2,658	–	–	0.31%	49
2024 Q3	$721K	Sell	2,658 -1,818	-41%	-$453K	0.23%	52
2024 Q2	$1.04M	Hold	4,476	–	–	0.38%	43
2024 Q1	$1.02M	Buy	4,476 +21	+0.5%	+$4.35K	0.4%	42
2023 Q4	$835K	Buy	4,455 +50	+1%	+$8.05K	0.34%	44
2023 Q3	$657K	Buy	4,405 +8	+0.2%	+$1.31K	0.29%	48
2023 Q2	$766K	Buy	4,397 +3,945	+873%	+$637K	0.31%	49
2023 Q1	$74.6K	Sell	452 -3,931	-90%	-$652K	0.09%	85
2022 Q4	$648K	Buy	+4,383	New	+$649K	0.29%	49

Other funds holding AXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

RFP Financial Group reduced its American Express (AXP) stake by 3% in Q1 2026, selling an estimated $26.8K and leaving 2,557 shares worth $774K. The position accounts for 0.42% of the portfolio, ranked #32.

RFP Financial Group first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

RFP Financial Group held 2,557 shares of American Express worth $774K as of Q1 2026.
RFP Financial Group sold 80 American Express shares in Q1 2026, an estimated $26.8K.
American Express made up 0.42% of RFP Financial Group's portfolio in Q1 2026, its #32 holding.
RFP Financial Group first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's American Express position peaked at $1.04M in Q2 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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