Souders Financial Advisors’s American Express AXP Stock Holding History

Souders 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	$1.72M	Sell	5,692 -158	-3%	-$53K	0.2%	67
2025 Q4	$2.16M	Buy	5,850 +128	+2%	+$45.8K	0.25%	55
2025 Q3	$1.9M	Buy	5,722 +967	+20%	+$308K	0.23%	57
2025 Q2	$1.52M	Sell	4,755 -69	-1%	-$19.4K	0.19%	65
2025 Q1	$1.3M	Buy	4,824 +736	+18%	+$218K	0.18%	77
2024 Q4	$1.21M	Buy	4,088 +296	+8%	+$85K	0.17%	94
2024 Q3	$1.03M	Buy	+3,792	New	+$944K	0.14%	100
2022 Q3	–	Sell	-5,126	Closed	-$711K	–	145
2022 Q2	$711K	Buy	+5,126	New	+$847K	0.2%	86

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

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

Souders Financial Advisors reduced its American Express (AXP) stake by 2.7% in Q1 2026, selling an estimated $53K and leaving 5,692 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #67.

Souders Financial Advisors first reported a position in AXP in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.16M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Souders Financial Advisors held 5,692 shares of American Express worth $1.72M as of Q1 2026.
Souders Financial Advisors sold 158 American Express shares in Q1 2026, an estimated $53K.
American Express made up 0.2% of Souders Financial Advisors's portfolio in Q1 2026, its #67 holding.
Souders Financial Advisors first reported a position in American Express in Q2 2022 and has held it in 8 quarters since.
Souders Financial Advisors's American Express position peaked at $2.16M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.