Ancora Advisors’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 | $556K | Sell |
1,643
-244
| -13% | -$78.1K | 0.01% | 524 |
|
|
2026
Q1 | $571K | Hold |
1,887
| – | – | 0.01% | 499 |
|
|
2025
Q4 | $698K | Buy |
1,887
+161
| +9% | +$57.6K | 0.01% | 467 |
|
|
2025
Q3 | $573K | Buy |
1,726
+84
| +5% | +$26.7K | 0.01% | 529 |
|
|
2025
Q2 | $524K | Buy |
1,642
+30
| +2% | +$8.44K | 0.01% | 526 |
|
|
2025
Q1 | $434K | Buy |
1,612
+200
| +14% | +$59.1K | 0.01% | 555 |
|
|
2024
Q4 | $419K | Buy |
1,412
+52
| +4% | +$14.9K | 0.01% | 556 |
|
|
2024
Q3 | $369K | Buy |
1,360
+3
| +0.2% | +$747 | 0.01% | 567 |
|
|
2024
Q2 | $314K | Hold |
1,357
| – | – | 0.01% | 584 |
|
|
2024
Q1 | $309K | Hold |
1,357
| – | – | 0.01% | 585 |
|
|
2023
Q4 | $254K | Sell |
1,357
-162
| -11% | -$26.1K | 0.01% | 630 |
|
|
2023
Q3 | $227K | Buy |
1,519
+261
| +21% | +$42.7K | 0.01% | 637 |
|
|
2023
Q2 | $219K | Buy |
1,258
+278
| +28% | +$44.9K | 0.01% | 631 |
|
|
2023
Q1 | $162K | Buy |
980
+161
| +20% | +$26.7K | ﹤0.01% | 693 |
|
|
2022
Q4 | $121K | Sell |
819
-2
| -0.2% | -$296 | ﹤0.01% | 781 |
|
|
2022
Q3 | $111K | Hold |
821
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $114K | Buy |
821
+8
| +1% | +$1.32K | ﹤0.01% | 927 |
|
|
2022
Q1 | $152K | Hold |
813
| – | – | ﹤0.01% | 885 |
|
|
2021
Q4 | $133K | Buy |
813
+16
| +2% | +$2.73K | ﹤0.01% | 935 |
|
|
2021
Q3 | $134K | Hold |
797
| – | – | ﹤0.01% | 895 |
|
|
2021
Q2 | $132K | Buy |
797
+1
| +0.1% | +$157 | ﹤0.01% | 843 |
|
|
2021
Q1 | $113K | Buy |
796
+108
| +16% | +$14.3K | ﹤0.01% | 847 |
|
|
2020
Q4 | $83K | Sell |
688
-115
| -14% | -$12.7K | ﹤0.01% | 779 |
|
|
2020
Q3 | $81K | Buy |
803
+115
| +17% | +$11.3K | ﹤0.01% | 767 |
|
|
2020
Q2 | $65K | Sell |
688
-589
| -46% | -$54.2K | ﹤0.01% | 781 |
|
|
2020
Q1 | $109K | Sell |
1,277
-50
| -4% | -$5.82K | 0.01% | 761 |
|
|
2019
Q4 | $165K | Buy |
+1,327
| New | +$159K | 0.01% | 689 |
|
|
2018
Q4 | – | Sell |
-992
| Closed | -$106K | – | 651 |
|
|
2018
Q3 | $106K | Buy |
+992
| New | +$103K | ﹤0.01% | 739 |
|
|
2018
Q2 | – | Sell |
-4,450
| Closed | -$415K | – | 685 |
|
|
2018
Q1 | $415K | Buy |
+4,450
| New | +$431K | 0.02% | 504 |
|
|
2017
Q4 | – | Sell |
-2,958
| Closed | -$268K | – | 648 |
|
|
2017
Q3 | $268K | Buy |
+2,958
| New | +$254K | 0.02% | 568 |
|
|
2017
Q1 | – | Sell |
-250
| Closed | -$18K | – | 643 |
|
|
2016
Q4 | $18K | Buy |
+250
| New | +$17.3K | ﹤0.01% | 951 |
|
|
2014
Q3 | – | Sell |
-2,350
| Closed | -$223K | – | 466 |
|
|
2014
Q2 | $223K | Hold |
2,350
| – | – | 0.03% | 421 |
|
|
2014
Q1 | $212K | Hold |
2,350
| – | – | 0.03% | 399 |
|
|
2013
Q4 | $213K | Sell |
2,350
-350
| -13% | -$28.8K | 0.03% | 371 |
|
|
2013
Q3 | $204K | Buy |
+2,700
| New | +$203K | 0.04% | 368 |
|
Other funds holding AXP
Ancora Advisors's AXP Position: Q2 2026 in Review
Ancora Advisors reduced its American Express (AXP) stake by 13% in Q2 2026, selling an estimated $78.1K and leaving 1,643 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #524.
Ancora Advisors first reported a position in AXP in Q3 2013 and has held it in 35 quarters since. The position peaked at $698K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Ancora Advisors held 1,643 shares of American Express worth $556K as of Q2 2026.
- Ancora Advisors sold 244 American Express shares in Q2 2026, an estimated $78.1K.
- American Express made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #524 holding.
- Ancora Advisors first reported a position in American Express in Q3 2013 and has held it in 35 quarters since.
- Ancora Advisors's American Express position peaked at $698K in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.