Advisory Resource Group’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
$209K Buy
+617
New +$198K 0.03% 181
2026
Q1
Sell
-610
Closed -$226K 174
2025
Q4
$226K Hold
610
0.04% 161
2025
Q3
$203K Buy
+610
New +$194K 0.04% 170

Other funds holding AXP

Advisory Resource Group's AXP Position: Q2 2026 in Review

Advisory Resource Group opened a new position in American Express (AXP) in Q2 2026: 617 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings. This is a return to the name: Advisory Resource Group previously reported a position in AXP as recently as Q4 2025.

Advisory Resource Group first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Advisory Resource Group held 617 shares of American Express worth $209K as of Q2 2026.
  • American Express was a new Advisory Resource Group position in Q2 2026.
  • American Express made up 0.03% of Advisory Resource Group's portfolio in Q2 2026, its #181 holding.
  • Advisory Resource Group first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Advisory Resource Group's American Express position peaked at $226K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.