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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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sun Financial's AXP Position: Q1 2026 in Review

Sun Financial increased its American Express (AXP) stake by 4.6% in Q1 2026, buying an estimated $59.3K and bringing the position to 4,064 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #52.

Sun Financial first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2025. 2,896 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sun Financial held 4,064 shares of American Express worth $1.27M as of Q1 2026.
  • Sun Financial bought 177 American Express shares in Q1 2026, an estimated $59.3K.
  • American Express made up 0.64% of Sun Financial's portfolio in Q1 2026, its #52 holding.
  • Sun Financial first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's American Express position peaked at $1.44M in Q4 2025.
  • 2,896 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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