Advisory Alpha’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 | $1.6M | Buy |
4,729
+812
| +21% | +$260K | 0.04% | 155 |
|
|
2026
Q1 | $1.19M | Buy |
3,917
+208
| +6% | +$69.7K | 0.03% | 173 |
|
|
2025
Q4 | $1.37M | Buy |
3,709
+476
| +15% | +$170K | 0.04% | 156 |
|
|
2025
Q3 | $1.07M | Buy |
3,233
+956
| +42% | +$304K | 0.03% | 172 |
|
|
2025
Q2 | $726K | Buy |
2,277
+417
| +22% | +$117K | 0.02% | 212 |
|
|
2025
Q1 | $501K | Buy |
1,860
+253
| +16% | +$74.8K | 0.02% | 252 |
|
|
2024
Q4 | $477K | Buy |
1,607
+543
| +51% | +$156K | 0.02% | 244 |
|
|
2024
Q3 | $289K | Buy |
1,064
+86
| +9% | +$21.4K | 0.01% | 315 |
|
|
2024
Q2 | $226K | Buy |
978
+47
| +5% | +$10.9K | 0.01% | 346 |
|
|
2024
Q1 | $212K | Buy |
+931
| New | +$193K | 0.01% | 367 |
|
|
2023
Q3 | – | Sell |
-1,619
| Closed | -$282K | – | 303 |
|
|
2023
Q2 | $282K | Buy |
1,619
+2
| +0.1% | +$323 | 0.01% | 265 |
|
|
2023
Q1 | $267K | Buy |
1,617
+11
| +0.7% | +$1.82K | 0.02% | 235 |
|
|
2022
Q4 | $237K | Sell |
1,606
-180
| -10% | -$26.7K | 0.02% | 232 |
|
|
2022
Q3 | $241K | Buy |
1,786
+160
| +10% | +$24.2K | 0.02% | 218 |
|
|
2022
Q2 | $226K | Buy |
1,626
+1
| +0.1% | +$165 | 0.02% | 225 |
|
|
2022
Q1 | $304K | Buy |
1,625
+2
| +0.1% | +$361 | 0.02% | 211 |
|
|
2021
Q4 | $266K | Sell |
1,623
-762
| -32% | -$130K | 0.02% | 228 |
|
|
2021
Q3 | $400K | Buy |
2,385
+263
| +12% | +$44K | 0.03% | 177 |
|
|
2021
Q2 | $351K | Sell |
2,122
-498
| -19% | -$78K | 0.03% | 143 |
|
|
2021
Q1 | $371K | Buy |
2,620
+1
| +0% | +$132 | 0.04% | 120 |
|
|
2020
Q4 | $317K | Sell |
2,619
-48
| -2% | -$5.32K | 0.06% | 77 |
|
|
2020
Q3 | $276K | Sell |
2,667
-100
| -4% | -$9.84K | 0.06% | 72 |
|
|
2020
Q2 | $281K | Buy |
+2,767
| New | +$255K | 0.06% | 88 |
|
|
2020
Q1 | – | Sell |
-2,530
| Closed | -$325K | – | 716 |
|
|
2019
Q4 | $325K | Sell |
2,530
-70
| -3% | -$8.37K | 0.08% | 96 |
|
|
2019
Q3 | $296K | Buy |
2,600
+45
| +2% | +$5.52K | 0.09% | 85 |
|
|
2019
Q2 | $319K | Buy |
2,555
+21
| +0.8% | +$2.47K | 0.11% | 79 |
|
|
2019
Q1 | $297K | Hold |
2,534
| – | – | 0.11% | 83 |
|
|
2018
Q4 | $267K | Buy |
+2,534
| New | +$265K | 0.13% | 71 |
|
Other funds holding AXP
Advisory Alpha's AXP Position: Q2 2026 in Review
Advisory Alpha increased its American Express (AXP) stake by 21% in Q2 2026, buying an estimated $260K and bringing the position to 4,729 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #155.
Advisory Alpha first reported a position in AXP in Q4 2018 and has held it in 28 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Advisory Alpha held 4,729 shares of American Express worth $1.6M as of Q2 2026.
- Advisory Alpha bought 812 American Express shares in Q2 2026, an estimated $260K.
- American Express made up 0.04% of Advisory Alpha's portfolio in Q2 2026, its #155 holding.
- Advisory Alpha first reported a position in American Express in Q4 2018 and has held it in 28 quarters since.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.