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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
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 $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

Sovereign Financial Group's AXP Position: Q1 2026 in Review

Sovereign Financial Group increased its American Express (AXP) stake by 17% in Q1 2026, buying an estimated $116K and bringing the position to 2,422 shares worth $733K. The position accounts for 0.13% of the portfolio, ranked #155.

Sovereign Financial Group first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $769K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sovereign Financial Group held 2,422 shares of American Express worth $733K as of Q1 2026.
  • Sovereign Financial Group bought 345 American Express shares in Q1 2026, an estimated $116K.
  • American Express made up 0.13% of Sovereign Financial Group's portfolio in Q1 2026, its #155 holding.
  • Sovereign Financial Group first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Sovereign Financial Group's American Express position peaked at $769K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.