Allred Capital 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 | $564K | Buy |
1,669
+3
| +0.2% | +$961 | 0.19% | 104 |
|
|
2026
Q1 | $504K | Buy |
1,666
+71
| +4% | +$23.8K | 0.18% | 100 |
|
|
2025
Q4 | $590K | Buy |
1,595
+2
| +0.1% | +$716 | 0.21% | 90 |
|
|
2025
Q3 | $529K | Buy |
1,593
+2
| +0.1% | +$636 | 0.18% | 109 |
|
|
2025
Q2 | $508K | Sell |
1,591
-198
| -11% | -$55.7K | 0.19% | 99 |
|
|
2025
Q1 | $481K | Buy |
1,789
+1
| +0.1% | +$296 | 0.19% | 103 |
|
|
2024
Q4 | $531K | Buy |
1,788
+2
| +0.1% | +$575 | 0.21% | 102 |
|
|
2024
Q3 | $484K | Buy |
1,786
+2
| +0.1% | +$498 | 0.19% | 106 |
|
|
2024
Q2 | $413K | Sell |
1,784
-53
| -3% | -$12.3K | 0.16% | 121 |
|
|
2024
Q1 | $418K | Buy |
1,837
+57
| +3% | +$11.8K | 0.16% | 122 |
|
|
2023
Q4 | $334K | Buy |
1,780
+2
| +0.1% | +$322 | 0.15% | 130 |
|
|
2023
Q3 | $265K | Sell |
1,778
-1
| -0.1% | -$164 | 0.13% | 131 |
|
|
2023
Q2 | $310K | Sell |
1,779
-146
| -8% | -$23.6K | 0.15% | 117 |
|
|
2023
Q1 | $318K | Sell |
1,925
-95
| -5% | -$15.8K | 0.17% | 112 |
|
|
2022
Q4 | $299K | Buy |
2,020
+251
| +14% | +$37.2K | 0.16% | 115 |
|
|
2022
Q3 | $238K | Hold |
1,769
| – | – | 0.15% | 130 |
|
|
2022
Q2 | $245K | Sell |
1,769
-128
| -7% | -$21.1K | 0.15% | 134 |
|
|
2022
Q1 | $354K | Sell |
1,897
-70
| -4% | -$12.6K | 0.19% | 120 |
|
|
2021
Q4 | $321K | Sell |
1,967
-8
| -0.4% | -$1.36K | 0.16% | 141 |
|
|
2021
Q3 | $331K | Sell |
1,975
-262
| -12% | -$43.8K | 0.17% | 135 |
|
|
2021
Q2 | $369K | Sell |
2,237
-14
| -0.6% | -$2.19K | 0.18% | 130 |
|
|
2021
Q1 | $318K | Buy |
2,251
+47
| +2% | +$6.21K | 0.14% | 145 |
|
|
2020
Q4 | $266K | Sell |
2,204
-186
| -8% | -$20.6K | 0.15% | 146 |
|
|
2020
Q3 | $239K | Sell |
2,390
-300
| -11% | -$29.5K | 0.14% | 140 |
|
|
2020
Q2 | $256K | Buy |
2,690
+115
| +4% | +$10.6K | 0.16% | 127 |
|
|
2020
Q1 | $220K | Sell |
2,575
-503
| -16% | -$58.5K | 0.17% | 125 |
|
|
2019
Q4 | $383K | Sell |
3,078
-38
| -1% | -$4.54K | 0.21% | 98 |
|
|
2019
Q3 | $363K | Sell |
3,116
-548
| -15% | -$67.2K | 0.22% | 110 |
|
|
2019
Q2 | $458K | Buy |
3,664
+41
| +1% | +$4.82K | 0.26% | 103 |
|
|
2019
Q1 | $402K | Buy |
3,623
+186
| +5% | +$19.5K | 0.23% | 117 |
|
|
2018
Q4 | $327K | Buy |
+3,437
| New | +$360K | 0.22% | 118 |
|
Other funds holding AXP
Allred Capital Management's AXP Position: Q2 2026 in Review
Allred Capital Management increased its American Express (AXP) stake by 0.18% in Q2 2026, buying an estimated $961 and bringing the position to 1,669 shares worth $564K. The position accounts for 0.19% of the portfolio, ranked #104.
Allred Capital Management first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $590K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Allred Capital Management held 1,669 shares of American Express worth $564K as of Q2 2026.
- Allred Capital Management bought 3 American Express shares in Q2 2026, an estimated $961.
- American Express made up 0.19% of Allred Capital Management's portfolio in Q2 2026, its #104 holding.
- Allred Capital Management first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
- Allred Capital Management's American Express position peaked at $590K in Q4 2025.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.