Sun Financial’s American Express AXP Stock Holding History

Sun 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 Q2	$1.48M	Buy	4,358 +294	+7%	+$94.1K	0.7%	48
2026 Q1	$1.27M	Buy	4,064 +177	+5%	+$59.3K	0.64%	52
2025 Q4	$1.44M	Buy	+3,887	New	+$1.39M	0.8%	30

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 $3.38T AUM 44.17% 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

Sun Financial's AXP Position: Q2 2026 in Review

Sun Financial increased its American Express (AXP) stake by 7.2% in Q2 2026, buying an estimated $94.1K and bringing the position to 4,358 shares worth $1.48M. The position accounts for 0.7% of the portfolio, ranked #48.

Sun Financial first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sun Financial held 4,358 shares of American Express worth $1.48M as of Q2 2026.
Sun Financial bought 294 American Express shares in Q2 2026, an estimated $94.1K.
American Express made up 0.7% of Sun Financial's portfolio in Q2 2026, its #48 holding.
Sun Financial first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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