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Sunburst Financial Group’s American Express AXP Stock Holding History

Sunburst Financial Group’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 		$681K Sell
2,012
-35
-2% -$11.2K 0.11% 72
2026
Q1 		$619K Hold
2,047
– – 0.11% 69
2025
Q4 		$757K Buy
2,047
+35
+2% +$12.5K 0.15% 58
2025
Q3 		$668K Hold
2,012
– – 0.14% 60
2025
Q2 		$642K Hold
2,012
– – 0.14% 60
2025
Q1 		$541K Sell
2,012
-200
-9% -$59.1K 0.13% 64
2024
Q4 		$656K Hold
2,212
– – 0.16% 63
2024
Q3 		$600K Hold
2,212
– – 0.15% 67
2024
Q2 		$512K Sell
2,212
-67
-3% -$15.5K 0.14% 70
2024
Q1 		$519K Hold
2,279
– – 0.15% 71
2023
Q4 		$427K Buy
2,279
+67
+3% +$10.8K 0.13% 70
2023
Q3 		$330K Hold
2,212
– – 0.12% 71
2023
Q2 		$385K Hold
2,212
– – 0.13% 72
2023
Q1 		$365K Hold
2,212
– – 0.13% 69
2022
Q4 		$327K Hold
2,212
– – 0.13% 74
2022
Q3 		$298K Sell
2,212
-175
-7% -$26.5K 0.14% 67
2022
Q2 		$331K Hold
2,387
– – 0.16% 66
2022
Q1 		$446K Hold
2,387
– – 0.22% 51
2021
Q4 		$391K Sell
2,387
-21
-0.9% -$3.58K 0.2% 49
2021
Q3 		$403K Hold
2,408
– – 0.25% 44
2021
Q2 		$398K Buy
2,408
+30
+1% +$4.7K 0.25% 44
2021
Q1 		$336K Hold
2,378
– – 0.23% 46
2020
Q4 		$288K Hold
2,378
– – 0.22% 45
2020
Q3 		$238K Hold
2,378
– – 0.2% 51
2020
Q2 		$226K Hold
2,378
– – 0.2% 49
2020
Q1 		$204K Hold
2,378
– – 0.22% 48
2019
Q4 		$296K Buy
+2,378
New +$284K 0.26% 47

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sunburst Financial Group's AXP Position: Q2 2026 in Review

Sunburst Financial Group reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $11.2K and leaving 2,012 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #72.

Sunburst Financial Group first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $757K in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sunburst Financial Group held 2,012 shares of American Express worth $681K as of Q2 2026.
  • Sunburst Financial Group sold 35 American Express shares in Q2 2026, an estimated $11.2K.
  • American Express made up 0.11% of Sunburst Financial Group's portfolio in Q2 2026, its #72 holding.
  • Sunburst Financial Group first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's American Express position peaked at $757K in Q4 2025.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.