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Sovereign Financial Group’s American Express AXP Stock Holding History

Sovereign 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
Q2 		$782K Sell
2,312
-110
-5% -$35.2K 0.12% 160
2026
Q1 		$733K Buy
2,422
+345
+17% +$116K 0.13% 155
2025
Q4 		$769K Buy
2,077
+261
+14% +$93.4K 0.13% 140
2025
Q3 		$603K Buy
1,816
+52
+3% +$16.5K 0.11% 161
2025
Q2 		$563K Buy
1,764
+153
+9% +$43.1K 0.12% 160
2025
Q1 		$433K Buy
1,611
+3
+0.2% +$887 0.1% 179
2024
Q4 		$477K Buy
1,608
+141
+10% +$40.5K 0.11% 167
2024
Q3 		$398K Buy
1,467
+38
+3% +$9.46K 0.09% 195
2024
Q2 		$331K Sell
1,429
-58
-4% -$13.4K 0.08% 205
2024
Q1 		$339K Buy
1,487
+106
+8% +$22K 0.09% 198
2023
Q4 		$259K Sell
1,381
-37
-3% -$5.96K 0.08% 205
2023
Q3 		$212K Buy
1,418
+89
+7% +$14.6K 0.08% 214
2023
Q2 		$232K Buy
+1,329
New +$214K 0.08% 212

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sovereign Financial Group's AXP Position: Q2 2026 in Review

Sovereign Financial Group reduced its American Express (AXP) stake by 4.5% in Q2 2026, selling an estimated $35.2K and leaving 2,312 shares worth $782K. The position accounts for 0.12% of the portfolio, ranked #160.

Sovereign Financial Group first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sovereign Financial Group held 2,312 shares of American Express worth $782K as of Q2 2026.
  • Sovereign Financial Group sold 110 American Express shares in Q2 2026, an estimated $35.2K.
  • American Express made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #160 holding.
  • Sovereign Financial Group first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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