Advisornet Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $217K | Sell |
640
-74
| -10% | -$23.7K | 0.01% | 625 |
|
|
2026
Q1 | $216K | Sell |
714
-14
| -2% | -$4.69K | 0.01% | 584 |
|
|
2025
Q4 | $269K | Buy |
728
+94
| +15% | +$33.6K | 0.01% | 521 |
|
|
2025
Q3 | $211K | Buy |
634
+32
| +5% | +$10.2K | 0.01% | 583 |
|
|
2025
Q2 | $192K | Buy |
602
+198
| +49% | +$55.7K | 0.01% | 579 |
|
|
2025
Q1 | $109K | Sell |
404
-111
| -22% | -$32.8K | 0.01% | 702 |
|
|
2024
Q4 | $153K | Sell |
515
-164
| -24% | -$47.1K | 0.01% | 568 |
|
|
2024
Q3 | $184K | Buy |
679
+269
| +66% | +$67K | 0.01% | 544 |
|
|
2024
Q2 | $94.9K | Buy |
410
+1
| +0.2% | +$232 | 0.01% | 654 |
|
|
2024
Q1 | $93.2K | Sell |
409
-126
| -24% | -$26.1K | 0.01% | 652 |
|
|
2023
Q4 | $100K | Buy |
535
+71
| +15% | +$11.4K | 0.01% | 643 |
|
|
2023
Q3 | $69.2K | Sell |
464
-3,989
| -90% | -$652K | 0.01% | 706 |
|
|
2023
Q2 | $776K | Sell |
4,453
-181
| -4% | -$29.2K | 0.07% | 239 |
|
|
2023
Q1 | $764K | Buy |
4,634
+71
| +2% | +$11.8K | 0.07% | 241 |
|
|
2022
Q4 | $674K | Sell |
4,563
-1,272
| -22% | -$188K | 0.07% | 260 |
|
|
2022
Q3 | $787K | Buy |
5,835
+49
| +0.8% | +$7.42K | 0.08% | 243 |
|
|
2022
Q2 | $802K | Sell |
5,786
-641
| -10% | -$106K | 0.08% | 244 |
|
|
2022
Q1 | $1.2M | Buy |
6,427
+1,659
| +35% | +$300K | 0.08% | 221 |
|
|
2021
Q4 | $780K | Buy |
4,768
+39
| +0.8% | +$6.65K | 0.05% | 313 |
|
|
2021
Q3 | $792K | Sell |
4,729
-68
| -1% | -$11.4K | 0.06% | 284 |
|
|
2021
Q2 | $793K | Buy |
4,797
+4
| +0.1% | +$626 | 0.05% | 305 |
|
|
2021
Q1 | $678K | Buy |
4,793
+5
| +0.1% | +$661 | 0.05% | 314 |
|
|
2020
Q4 | $579K | Sell |
4,788
-792
| -14% | -$87.7K | 0.05% | 316 |
|
|
2020
Q3 | $559K | Buy |
5,580
+506
| +10% | +$49.8K | 0.05% | 323 |
|
|
2020
Q2 | $483K | Sell |
5,074
-380
| -7% | -$35K | 0.04% | 348 |
|
|
2020
Q1 | $467K | Buy |
5,454
+235
| +5% | +$27.3K | 0.04% | 323 |
|
|
2019
Q4 | $650K | Sell |
5,219
-285
| -5% | -$34.1K | 0.06% | 297 |
|
|
2019
Q3 | $651K | Sell |
5,504
-345
| -6% | -$42.3K | 0.06% | 284 |
|
|
2019
Q2 | $722K | Sell |
5,849
-85
| -1% | -$9.98K | 0.08% | 244 |
|
|
2019
Q1 | $649K | Buy |
5,934
+1,045
| +21% | +$110K | 0.08% | 244 |
|
|
2018
Q4 | $466K | Sell |
4,889
-141
| -3% | -$14.8K | 0.06% | 257 |
|
|
2018
Q3 | $536K | Buy |
5,030
+2,741
| +120% | +$285K | 0.07% | 253 |
|
|
2018
Q2 | $224K | Buy |
2,289
+2
| +0.1% | +$197 | 0.03% | 379 |
|
|
2018
Q1 | $213K | Buy |
2,287
+763
| +50% | +$73.9K | 0.03% | 382 |
|
|
2017
Q4 | $151K | Buy |
+1,524
| New | +$145K | 0.02% | 394 |
|
Other funds holding AXP
Advisornet Financial's AXP Position: Q2 2026 in Review
Advisornet Financial reduced its American Express (AXP) stake by 10% in Q2 2026, selling an estimated $23.7K and leaving 640 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #625.
Advisornet Financial first reported a position in AXP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.2M in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Advisornet Financial held 640 shares of American Express worth $217K as of Q2 2026.
- Advisornet Financial sold 74 American Express shares in Q2 2026, an estimated $23.7K.
- American Express made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #625 holding.
- Advisornet Financial first reported a position in American Express in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's American Express position peaked at $1.2M in Q1 2022.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.