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 Q2	$1.62M	Sell	4,803 -889	-16%	-$285K	0.16%	71
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Souders Financial Advisors's AXP Position: Q2 2026 in Review

Souders Financial Advisors reduced its American Express (AXP) stake by 16% in Q2 2026, selling an estimated $285K and leaving 4,803 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #71.

Souders Financial Advisors first reported a position in AXP in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Souders Financial Advisors held 4,803 shares of American Express worth $1.62M as of Q2 2026.
Souders Financial Advisors sold 889 American Express shares in Q2 2026, an estimated $285K.
American Express made up 0.16% of Souders Financial Advisors's portfolio in Q2 2026, its #71 holding.
Souders Financial Advisors first reported a position in American Express in Q2 2022 and has held it in 9 quarters since.
Souders Financial Advisors's American Express position peaked at $2.16M in Q4 2025.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.