Stonebridge Financial Group (Pennsylvania)’s American Express AXP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$5.22M	Buy	15,442 +1,803	+13%	+$577K	0.4%	70
2026 Q1	$4.13M	Buy	13,639 +12,521	+1,120%	+$4.2M	0.34%	76
2025 Q4	$414K	Buy	1,118 +17	+2%	+$6.08K	0.04%	183
2025 Q3	$366K	Buy	1,101 +33	+3%	+$10.5K	0.03%	188
2025 Q2	$341K	Sell	1,068 -13	-1%	-$3.66K	0.03%	183
2025 Q1	$291K	Buy	1,081 +13	+1%	+$3.84K	0.03%	189
2024 Q4	$317K	Buy	+1,068	New	+$307K	0.03%	185

Other funds holding AXP

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

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AXP Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $577K and bringing the position to 15,442 shares worth $5.22M. The position accounts for 0.4% of the portfolio, ranked #70.

Stonebridge Financial Group (Pennsylvania) first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 15,442 shares of American Express worth $5.22M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 1,803 American Express shares in Q2 2026, an estimated $577K.
American Express made up 0.4% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #70 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.