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 Q2	$212K	Buy	+628	New	+$201K	0.01%	149
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 $299B AUM 27.55% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Strategic Financial Services opened a new position in American Express (AXP) in Q2 2026: 628 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Strategic Financial Services previously reported a position in AXP as recently as Q4 2025.

Strategic Financial Services first reported a position in AXP in Q2 2017 and has held it in 16 quarters since. The position peaked at $435K in Q2 2019. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Strategic Financial Services held 628 shares of American Express worth $212K as of Q2 2026.
American Express was a new Strategic Financial Services position in Q2 2026.
American Express made up 0.01% of Strategic Financial Services's portfolio in Q2 2026, its #149 holding.
Strategic Financial Services first reported a position in American Express in Q2 2017 and has held it in 16 quarters since.
Strategic Financial Services's American Express position peaked at $435K in Q2 2019.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.