Summit Financial’s American Express AXP Stock Holding History

Summit Financial’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	$11.7M	Buy	38,640 +3,173	+9%	+$1.06M	0.15%	127
2025 Q4	$13.1M	Buy	35,467 +694	+2%	+$248K	0.19%	105
2025 Q3	$11.6M	Buy	34,773 +1,604	+5%	+$510K	0.18%	109
2025 Q2	$10.6M	Buy	33,169 +3,669	+12%	+$1.03M	0.24%	77
2025 Q1	$7.94M	Buy	29,500 +18,593	+170%	+$5.5M	0.22%	84
2024 Q4	$3.24M	Buy	10,907 +5,708	+110%	+$1.64M	0.11%	151
2024 Q3	$1.41M	Buy	5,199 +1,978	+61%	+$493K	0.06%	214
2024 Q2	$746K	Buy	+3,221	New	+$746K	0.03%	268
2024 Q1	–	Sell	-3,653	Closed	-$684K	–	385
2023 Q4	$684K	Sell	3,653 -391	-10%	-$62.9K	0.04%	215
2023 Q3	$603K	Buy	4,044 +67	+2%	+$11K	0.04%	217
2023 Q2	$693K	Buy	+3,977	New	+$642K	0.05%	190

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

Summit Financial's AXP Position: Q1 2026 in Review

Summit Financial increased its American Express (AXP) stake by 8.9% in Q1 2026, buying an estimated $1.06M and bringing the position to 38,640 shares worth $11.7M. The position accounts for 0.15% of the portfolio, ranked #127.

Summit Financial first reported a position in AXP in Q2 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Summit Financial held 38,640 shares of American Express worth $11.7M as of Q1 2026.
Summit Financial bought 3,173 American Express shares in Q1 2026, an estimated $1.06M.
American Express made up 0.15% of Summit Financial's portfolio in Q1 2026, its #127 holding.
Summit Financial first reported a position in American Express in Q2 2023 and has held it in 11 quarters since.
Summit Financial's American Express position peaked at $13.1M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.