Sharp Financial Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$422K Buy
1,248
+80
+7% +$25.6K 0.2% 75
2026
Q1
$353K Buy
+1,168
New +$392K 0.17% 74

Other funds holding AXP

Sharp Financial Services's AXP Position: Q2 2026 in Review

Sharp Financial Services increased its American Express (AXP) stake by 6.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,248 shares worth $422K. The position accounts for 0.2% of the portfolio, ranked #75.

Sharp Financial Services first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sharp Financial Services held 1,248 shares of American Express worth $422K as of Q2 2026.
  • Sharp Financial Services bought 80 American Express shares in Q2 2026, an estimated $25.6K.
  • American Express made up 0.2% of Sharp Financial Services's portfolio in Q2 2026, its #75 holding.
  • Sharp Financial Services first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.