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SevenBridge Financial Group’s American Express AXP Stock Holding History

SevenBridge 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 		$210K Sell
632
-159
-20% -$53.3K 0.03% 192
2025
Q4 		$287K Sell
791
-180
-19% -$64.4K 0.05% 171
2025
Q3 		$362K Sell
971
-33
-3% -$10.5K 0.06% 157
2025
Q2 		$304K Buy
1,004
+2
+0.2% +$563 0.05% 174
2025
Q1 		$300K Buy
1,002
+2
+0.2% +$591 0.06% 185
2024
Q4 		$310K Buy
1,000
+79
+9% +$22.7K 0.06% 184
2024
Q3 		$270K Hold
921
– – 0.05% 191
2024
Q2 		$213K Hold
921
– – 0.05% 198
2024
Q1 		$213K Sell
921
-274
-23% -$56.8K 0.05% 190
2023
Q4 		$224K Buy
+1,195
New +$192K 0.05% 178
2023
Q3 		– Sell
-1,160
Closed -$202K – 185
2023
Q2 		$202K Buy
+1,160
New +$187K 0.05% 170
2022
Q2 		– Sell
-1,076
Closed -$201K – 143
2022
Q1 		$201K Sell
1,076
-197
-15% -$35.6K 0.07% 152
2021
Q4 		$208K Sell
1,273
-81
-6% -$13.8K 0.06% 165
2021
Q3 		$227K Hold
1,354
– – 0.08% 160
2021
Q2 		$224K Buy
+1,354
New +$212K 0.07% 157
2019
Q3 		– Sell
-1,286
Closed -$159K – 179
2019
Q2 		$159K Hold
1,286
– – 0.06% 171
2019
Q1 		$141K Hold
1,286
– – 0.05% 164
2018
Q4 		$123K Sell
1,286
-510
-28% -$53.4K 0.08% 150
2018
Q3 		$191K Buy
1,796
+510
+40% +$53K 0.1% 131
2018
Q2 		$126K Hold
1,286
– – 0.07% 164
2018
Q1 		$120K Hold
1,286
– – 0.07% 170
2017
Q4 		$128K Hold
1,286
– – 0.07% 168
2017
Q3 		$116K Hold
1,286
– – 0.07% 173
2017
Q2 		$108K Sell
1,286
-200
-13% -$15.8K 0.07% 184
2017
Q1 		$116K Hold
1,486
– – 0.08% 163
2016
Q4 		$90K Hold
1,486
– – 0.07% 205
2016
Q3 		$90K Sell
1,486
-189
-11% -$12.1K 0.07% 202
2016
Q2 		$102K Buy
+1,675
New +$106K 0.07% 189

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

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

SevenBridge Financial Group reduced its American Express (AXP) stake by 20% in Q1 2026, selling an estimated $53.3K and leaving 632 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #192.

SevenBridge Financial Group first reported a position in AXP in Q2 2016 and has held it in 28 quarters since. The position peaked at $362K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • SevenBridge Financial Group held 632 shares of American Express worth $210K as of Q1 2026.
  • SevenBridge Financial Group sold 159 American Express shares in Q1 2026, an estimated $53.3K.
  • American Express made up 0.03% of SevenBridge Financial Group's portfolio in Q1 2026, its #192 holding.
  • SevenBridge Financial Group first reported a position in American Express in Q2 2016 and has held it in 28 quarters since.
  • SevenBridge Financial Group's American Express position peaked at $362K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.