ZF
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Zhang Financial’s American Express AXP Stock Holding History

Zhang 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 		$6.32M Buy
18,691
+2,119
+13% +$678K 0.18% 73
2026
Q1 		$5.01M Buy
+16,572
New +$5.56M 0.17% 75
2025
Q4 		– Sell
-13,359
Closed -$4.44M – 340
2025
Q3 		$4.44M Buy
13,359
+1,126
+9% +$358K 0.18% 70
2025
Q2 		$3.9M Buy
12,233
+235
+2% +$66.1K 0.18% 72
2025
Q1 		$3.23M Buy
11,998
+2,552
+27% +$754K 0.17% 72
2024
Q4 		$2.8M Buy
9,446
+724
+8% +$208K 0.16% 78
2024
Q3 		$2.37M Buy
8,722
+373
+4% +$92.9K 0.15% 79
2024
Q2 		$1.93M Buy
8,349
+1,116
+15% +$258K 0.14% 88
2024
Q1 		$1.65M Buy
7,233
+1,854
+34% +$384K 0.12% 99
2023
Q4 		$1.01M Buy
5,379
+336
+7% +$54.1K 0.09% 129
2023
Q3 		$752K Buy
5,043
+525
+12% +$85.9K 0.08% 132
2023
Q2 		$787K Buy
4,518
+1,428
+46% +$230K 0.08% 135
2023
Q1 		$510K Buy
3,090
+556
+22% +$92.2K 0.06% 147
2022
Q4 		$374K Buy
2,534
+305
+14% +$45.2K 0.05% 172
2022
Q3 		$301K Buy
2,229
+3
+0.1% +$454 0.05% 175
2022
Q2 		$309K Buy
2,226
+636
+40% +$105K 0.05% 179
2022
Q1 		$297K Buy
+1,590
New +$287K 0.05% 181
2015
Q3 		– Sell
-2,940
Closed -$228K – 68
2015
Q2 		$228K Hold
2,940
– – 0.15% 63
2015
Q1 		$230K Hold
2,940
– – 0.14% 63
2014
Q4 		$274K Buy
2,940
+595
+25% +$53.3K 0.18% 55
2014
Q3 		$205K Buy
+2,345
New +$211K 0.14% 59

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Zhang Financial's AXP Position: Q2 2026 in Review

Zhang Financial increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $678K and bringing the position to 18,691 shares worth $6.32M. The position accounts for 0.18% of the portfolio, ranked #73.

Zhang Financial first reported a position in AXP in Q3 2014 and has held it in 21 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Zhang Financial held 18,691 shares of American Express worth $6.32M as of Q2 2026.
  • Zhang Financial bought 2,119 American Express shares in Q2 2026, an estimated $678K.
  • American Express made up 0.18% of Zhang Financial's portfolio in Q2 2026, its #73 holding.
  • Zhang Financial first reported a position in American Express in Q3 2014 and has held it in 21 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.