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Stiles Financial Services’s American Express AXP Stock Holding History

Stiles Financial Services’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 		$235K Buy
696
+2
+0.3% +$640 0.06% 169
2026
Q1 		$210K Buy
694
+1
+0.1% +$335 0.06% 170
2025
Q4 		$256K Buy
693
+1
+0.1% +$358 0.08% 155
2025
Q3 		$230K Sell
692
-18
-3% -$5.72K 0.07% 166
2025
Q2 		$227K Sell
710
-98
-12% -$27.6K 0.08% 165
2025
Q1 		$218K Buy
808
+1
+0.1% +$296 0.08% 165
2024
Q4 		$240K Buy
807
+1
+0.1% +$287 0.09% 164
2024
Q3 		$219K Buy
+806
New +$201K 0.08% 172

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 $3.37T AUM 44.26% 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

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

Stiles Financial Services increased its American Express (AXP) stake by 0.29% in Q2 2026, buying an estimated $640 and bringing the position to 696 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #169.

Stiles Financial Services first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $256K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Stiles Financial Services held 696 shares of American Express worth $235K as of Q2 2026.
  • Stiles Financial Services bought 2 American Express shares in Q2 2026, an estimated $640.
  • American Express made up 0.06% of Stiles Financial Services's portfolio in Q2 2026, its #169 holding.
  • Stiles Financial Services first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Stiles Financial Services's American Express position peaked at $256K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.