TFC Financial Management’s American Express AXP Stock Holding History

TFC Financial Management’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	$289K	Buy	855 +7	+0.8%	+$2.24K	0.03%	116
2026 Q1	$257K	Hold	848	–	–	0.03%	114
2025 Q4	$314K	Sell	848 -16	-2%	-$5.73K	0.04%	102
2025 Q3	$287K	Buy	864 +16	+2%	+$5.09K	0.04%	106
2025 Q2	$271K	Hold	848	–	–	0.04%	108
2025 Q1	$228K	Sell	848 -74	-8%	-$21.9K	0.03%	112
2024 Q4	$274K	Sell	922 -105	-10%	-$30.2K	0.04%	107
2024 Q3	$279K	Buy	1,027 +423	+70%	+$105K	0.04%	110
2024 Q2	$140K	Hold	604	–	–	0.02%	148
2024 Q1	$138K	Buy	604 +3	+0.5%	+$622	0.02%	154
2023 Q4	$113K	Sell	601 -1	-0.2%	-$161	0.02%	163
2023 Q3	$89.8K	Sell	602 -2	-0.3%	-$327	0.02%	173
2023 Q2	$105K	Buy	604 +5	+0.8%	+$807	0.03%	161
2023 Q1	$98.8K	Buy	599 +8	+1%	+$1.33K	0.03%	168
2022 Q4	$87.3K	Hold	591	–	–	0.03%	169
2022 Q3	$80K	Hold	591	–	–	0.03%	170
2022 Q2	$82K	Hold	591	–	–	0.02%	167
2022 Q1	$111K	Hold	591	–	–	0.03%	149
2021 Q4	$97K	Sell	591 -600	-50%	-$102K	0.03%	163
2021 Q3	$200K	Hold	1,191	–	–	0.07%	98
2021 Q2	$197K	Sell	1,191 -23	-2%	-$3.6K	0.07%	96
2021 Q1	$172K	Hold	1,214	–	–	0.07%	97
2020 Q4	$147K	Hold	1,214	–	–	0.06%	105
2020 Q3	$122K	Buy	+1,214	New	+$119K	0.06%	100

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFC Financial Management's AXP Position: Q2 2026 in Review

TFC Financial Management increased its American Express (AXP) stake by 0.83% in Q2 2026, buying an estimated $2.24K and bringing the position to 855 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #116.

TFC Financial Management first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $314K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

TFC Financial Management held 855 shares of American Express worth $289K as of Q2 2026.
TFC Financial Management bought 7 American Express shares in Q2 2026, an estimated $2.24K.
American Express made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #116 holding.
TFC Financial Management first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's American Express position peaked at $314K in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.