Allen Investment Management’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 | $791K | Sell |
2,338
-941
| -29% | -$301K | 0.01% | 167 |
|
|
2026
Q1 | $992K | Hold |
3,279
| – | – | 0.01% | 150 |
|
|
2025
Q4 | $1.21M | Buy |
3,279
+1,303
| +66% | +$466K | 0.01% | 144 |
|
|
2025
Q3 | $656K | Hold |
1,976
| – | – | 0.01% | 151 |
|
|
2025
Q2 | $630K | Hold |
1,976
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $532K | Hold |
1,976
| – | – | 0.01% | 159 |
|
|
2024
Q4 | $586K | Hold |
1,976
| – | – | 0.01% | 156 |
|
|
2024
Q3 | $536K | Hold |
1,976
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $458K | Hold |
1,976
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $450K | Hold |
1,976
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $370K | Hold |
1,976
| – | – | ﹤0.01% | 185 |
|
|
2023
Q3 | $295K | Buy |
1,976
+35
| +2% | +$5.72K | ﹤0.01% | 198 |
|
|
2023
Q2 | $338K | Hold |
1,941
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $320K | Hold |
1,941
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $287K | Hold |
1,941
| – | – | ﹤0.01% | 194 |
|
|
2022
Q3 | $262K | Hold |
1,941
| – | – | ﹤0.01% | 195 |
|
|
2022
Q2 | $269K | Hold |
1,941
| – | – | ﹤0.01% | 211 |
|
|
2022
Q1 | $363K | Hold |
1,941
| – | – | ﹤0.01% | 197 |
|
|
2021
Q4 | $318K | Sell |
1,941
-132
| -6% | -$22.5K | ﹤0.01% | 216 |
|
|
2021
Q3 | $347K | Buy |
+2,073
| New | +$347K | ﹤0.01% | 167 |
|
|
2018
Q3 | – | Sell |
-2,731
| Closed | -$268K | – | 185 |
|
|
2018
Q2 | $268K | Hold |
2,731
| – | – | 0.01% | 169 |
|
|
2018
Q1 | $255K | Sell |
2,731
-10
| -0.4% | -$969 | 0.01% | 158 |
|
|
2017
Q4 | $272K | Sell |
2,741
-1,069
| -28% | -$102K | 0.01% | 156 |
|
|
2017
Q3 | $345K | Hold |
3,810
| – | – | 0.02% | 174 |
|
|
2017
Q2 | $321K | Sell |
3,810
-46,878
| -92% | -$3.71M | 0.02% | 190 |
|
|
2017
Q1 | $4.01M | Buy |
50,688
+2,899
| +6% | +$227K | 0.21% | 47 |
|
|
2016
Q4 | $3.54M | Hold |
47,789
| – | – | 0.21% | 51 |
|
|
2016
Q3 | $3.06M | Hold |
47,789
| – | – | 0.2% | 52 |
|
|
2016
Q2 | $2.9M | Hold |
47,789
| – | – | 0.2% | 53 |
|
|
2016
Q1 | $2.93M | Sell |
47,789
-377
| -0.8% | -$21.9K | 0.23% | 53 |
|
|
2015
Q4 | $3.35M | Hold |
48,166
| – | – | 0.28% | 53 |
|
|
2015
Q3 | $3.57M | Buy |
+48,166
| New | +$3.71M | 0.34% | 47 |
|
Other funds holding AXP
Allen Investment Management's AXP Position: Q2 2026 in Review
Allen Investment Management reduced its American Express (AXP) stake by 29% in Q2 2026, selling an estimated $301K and leaving 2,338 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #167.
Allen Investment Management first reported a position in AXP in Q3 2015 and has held it in 32 quarters since. The position peaked at $4.01M in Q1 2017. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Allen Investment Management held 2,338 shares of American Express worth $791K as of Q2 2026.
- Allen Investment Management sold 941 American Express shares in Q2 2026, an estimated $301K.
- American Express made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #167 holding.
- Allen Investment Management first reported a position in American Express in Q3 2015 and has held it in 32 quarters since.
- Allen Investment Management's American Express position peaked at $4.01M in Q1 2017.
- 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.