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Sharp Financial Services’s American Express AXP Stock Holding History

Sharp Financial Services’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 		$353K Buy
+1,168
New +$392K 0.17% 74

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

Sharp Financial Services's AXP Position: Q1 2026 in Review

Sharp Financial Services opened a new position in American Express (AXP) in Q1 2026: 1,168 shares worth $353K. The stake represents 0.17% of the portfolio and ranks #74 among its holdings.

2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sharp Financial Services held 1,168 shares of American Express worth $353K as of Q1 2026.
  • American Express was a new Sharp Financial Services position in Q1 2026.
  • American Express made up 0.17% of Sharp Financial Services's portfolio in Q1 2026, its #74 holding.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.