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Symphony Financial’s American Express AXP Stock Holding History

Symphony 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 		$2.24M Buy
6,583
+74
+1% +$23.7K 0.25% 88
2026
Q1 		$1.95M Sell
6,509
-300
-4% -$101K 0.26% 80
2025
Q4 		$2.54M Buy
6,809
+257
+4% +$92K 0.34% 64
2025
Q3 		$2.18M Sell
6,552
-1,271
-16% -$404K 0.27% 79
2025
Q2 		$2.14M Buy
+7,823
New +$2.2M 0.28% 73
2025
Q1 		– Sell
-6,498
Closed -$2.07M – 103
2024
Q4 		$2.07M Buy
6,498
+37
+0.6% +$10.6K 0.32% 67
2024
Q3 		$1.75M Sell
6,461
-277
-4% -$69K 0.29% 74
2024
Q2 		$1.54M Sell
6,738
-41
-0.6% -$9.49K 0.28% 73
2024
Q1 		$1.54M Sell
6,779
-240
-3% -$49.8K 0.36% 65
2023
Q4 		$1.27M Buy
+7,019
New +$1.13M 0.27% 77
2023
Q3 		– Sell
-5,867
Closed -$1.01M – 167
2023
Q2 		$1.01M Buy
5,867
+177
+3% +$28.6K 0.25% 79
2023
Q1 		$924K Buy
5,690
+321
+6% +$53.3K 0.24% 82
2022
Q4 		$808K Buy
5,369
+228
+4% +$33.8K 0.21% 91
2022
Q3 		$708K Buy
5,141
+651
+14% +$98.5K 0.23% 95
2022
Q2 		$626K Buy
4,490
+307
+7% +$50.7K 0.19% 109
2022
Q1 		$763K Buy
4,183
+234
+6% +$42.3K 0.18% 101
2021
Q4 		$664K Buy
3,949
+753
+24% +$128K 0.18% 98
2021
Q3 		$548K Sell
3,196
-889
-22% -$149K 0.19% 91
2021
Q2 		$675K Sell
4,085
-204
-5% -$32K 0.23% 75
2021
Q1 		$627K Buy
4,289
+674
+19% +$89.1K 0.17% 94
2020
Q4 		$427K Sell
3,615
-3,079
-46% -$341K 0.15% 103
2020
Q3 		$671K Buy
6,694
+496
+8% +$48.8K 0.27% 60
2020
Q2 		$590K Buy
6,198
+2,848
+85% +$262K 0.29% 63
2020
Q1 		$302K Buy
+3,350
New +$390K 0.21% 72

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

Symphony Financial's AXP Position: Q2 2026 in Review

Symphony Financial increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,583 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #88.

Symphony Financial first reported a position in AXP in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Symphony Financial held 6,583 shares of American Express worth $2.24M as of Q2 2026.
  • Symphony Financial bought 74 American Express shares in Q2 2026, an estimated $23.7K.
  • American Express made up 0.25% of Symphony Financial's portfolio in Q2 2026, its #88 holding.
  • Symphony Financial first reported a position in American Express in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's American Express position peaked at $2.54M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.