Strategic Financial Services’s American Express AXP Stock Holding History

Strategic 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 Q1	–	Sell	-628	Closed	-$226K	–	153
2025 Q4	$226K	Hold	628	–	–	0.01%	136
2025 Q3	$209K	Buy	+628	New	+$200K	0.01%	138
2020 Q3	–	Sell	-2,805	Closed	-$267K	–	127
2020 Q2	$267K	Hold	2,805	–	–	0.03%	114
2020 Q1	$240K	Hold	2,805	–	–	0.03%	113
2019 Q4	$349K	Sell	2,805 -722	-20%	-$86.3K	0.04%	114
2019 Q3	$417K	Hold	3,527	–	–	0.05%	114
2019 Q2	$435K	Buy	3,527 +722	+26%	+$84.8K	0.06%	106
2019 Q1	$307K	Hold	2,805	–	–	0.04%	116
2018 Q4	$267K	Buy	2,805 +465	+20%	+$48.7K	0.04%	123
2018 Q3	$249K	Hold	2,340	–	–	0.04%	113
2018 Q2	$229K	Hold	2,340	–	–	0.04%	113
2018 Q1	$218K	Hold	2,340	–	–	0.04%	106
2017 Q4	$232K	Hold	2,340	–	–	0.04%	115
2017 Q3	$212K	Sell	2,340 -1,410	-38%	-$121K	0.04%	116
2017 Q2	$316K	Buy	+3,750	New	+$297K	0.06%	108

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strategic Financial Services's AXP Position: Q1 2026 in Review

Strategic Financial Services sold out of American Express (AXP) in Q1 2026, closing a stake of 628 shares — an estimated $226K sold.

Strategic Financial Services first reported a position in AXP in Q2 2017 and held it in 15 quarters. The position peaked at $435K in Q2 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Strategic Financial Services reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Strategic Financial Services sold 628 American Express shares in Q1 2026, an estimated $226K.
Strategic Financial Services first reported a position in American Express in Q2 2017 and held it in 15 quarters.
Strategic Financial Services's American Express position peaked at $435K in Q2 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.