Stonebridge Financial Group, LLC/CA’s American Express AXP Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$820K	Buy	+2,427	New	+$777K	0.11%	126

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's AXP Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in American Express (AXP) in Q2 2026: 2,427 shares worth $820K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings.

2,572 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 2,427 shares of American Express worth $820K as of Q2 2026.
American Express was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
American Express made up 0.11% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #126 holding.
2,572 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.