Arcadia 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
Q1 | $6.04M | Sell |
19,982
-667
| -3% | -$224K | 1.04% | 28 |
|
|
2025
Q4 | $7.64M | Sell |
20,649
-2,860
| -12% | -$1.02M | 1.24% | 25 |
|
|
2025
Q3 | $7.81M | Sell |
23,509
-185
| -0.8% | -$58.8K | 1.2% | 27 |
|
|
2025
Q2 | $7.56M | Sell |
23,694
-405
| -2% | -$114K | 1.21% | 30 |
|
|
2025
Q1 | $6.48M | Sell |
24,099
-1,266
| -5% | -$374K | 1.17% | 28 |
|
|
2024
Q4 | $7.53M | Sell |
25,365
-469
| -2% | -$135K | 1.2% | 29 |
|
|
2024
Q3 | $7.01M | Buy |
25,834
+144
| +0.6% | +$35.9K | 1.15% | 29 |
|
|
2024
Q2 | $5.95M | Sell |
25,690
-285
| -1% | -$66K | 1.02% | 33 |
|
|
2024
Q1 | $5.91M | Sell |
25,975
-2,189
| -8% | -$454K | 1.05% | 36 |
|
|
2023
Q4 | $5.28M | Sell |
28,164
-3,292
| -10% | -$530K | 1.01% | 35 |
|
|
2023
Q3 | $4.69M | Sell |
31,456
-40
| -0.1% | -$6.54K | 0.99% | 34 |
|
|
2023
Q2 | $5.49M | Sell |
31,496
-6,496
| -17% | -$1.05M | 1.11% | 33 |
|
|
2023
Q1 | $6.27M | Sell |
37,992
-2,576
| -6% | -$427K | 1.36% | 26 |
|
|
2022
Q4 | $5.99M | Sell |
40,568
-853
| -2% | -$126K | 1.4% | 25 |
|
|
2022
Q3 | $5.59M | Sell |
41,421
-1,886
| -4% | -$285K | 1.35% | 26 |
|
|
2022
Q2 | $6M | Buy |
43,307
+395
| +0.9% | +$65.2K | 1.34% | 27 |
|
|
2022
Q1 | $8.03M | Sell |
42,912
-565
| -1% | -$102K | 1.52% | 22 |
|
|
2021
Q4 | $7.11M | Sell |
43,477
-1,316
| -3% | -$224K | 1.19% | 30 |
|
|
2021
Q3 | $7.5M | Buy |
44,793
+2,216
| +5% | +$371K | 1.39% | 27 |
|
|
2021
Q2 | $7.04M | Sell |
42,577
-796
| -2% | -$125K | 1.32% | 28 |
|
|
2021
Q1 | $6.13M | Sell |
43,373
-3,974
| -8% | -$525K | 1.23% | 30 |
|
|
2020
Q4 | $5.72M | Sell |
47,347
-3,870
| -8% | -$429K | 1.18% | 30 |
|
|
2020
Q3 | $5.13M | Buy |
51,217
+4,815
| +10% | +$474K | 1.11% | 31 |
|
|
2020
Q2 | $4.42M | Buy |
46,402
+22,476
| +94% | +$2.07M | 1.08% | 32 |
|
|
2020
Q1 | $2.05M | Buy |
23,926
+3,765
| +19% | +$438K | 0.62% | 45 |
|
|
2019
Q4 | $2.51M | Buy |
20,161
+4,330
| +27% | +$518K | 0.63% | 44 |
|
|
2019
Q3 | $1.87M | Buy |
15,831
+2,420
| +18% | +$297K | 0.51% | 50 |
|
|
2019
Q2 | $1.66M | Hold |
13,411
| – | – | 0.45% | 55 |
|
|
2019
Q1 | $1.47M | Sell |
13,411
-315
| -2% | -$33.1K | 0.42% | 57 |
|
|
2018
Q4 | $1.31M | Sell |
13,726
-4,422
| -24% | -$463K | 0.44% | 60 |
|
|
2018
Q3 | $1.93M | Sell |
18,148
-25
| -0.1% | -$2.6K | 0.51% | 60 |
|
|
2018
Q2 | $1.78M | Buy |
18,173
+820
| +5% | +$80.6K | 0.5% | 59 |
|
|
2018
Q1 | $1.62M | Sell |
17,353
-26
| -0.1% | -$2.52K | 0.46% | 64 |
|
|
2017
Q4 | $1.73M | Sell |
17,379
-335
| -2% | -$31.9K | 0.48% | 63 |
|
|
2017
Q3 | $1.6M | Buy |
17,714
+200
| +1% | +$17.2K | 0.49% | 60 |
|
|
2017
Q2 | $1.48M | Sell |
17,514
-2,393
| -12% | -$189K | 0.47% | 63 |
|
|
2017
Q1 | $1.57M | Buy |
19,907
+2,265
| +13% | +$177K | 0.5% | 60 |
|
|
2016
Q4 | $1.31M | Buy |
17,642
+11,209
| +174% | +$776K | 0.43% | 65 |
|
|
2016
Q3 | $412K | Sell |
6,433
-365
| -5% | -$23.4K | 0.14% | 95 |
|
|
2016
Q2 | $413K | Sell |
6,798
-4,163
| -38% | -$264K | 0.13% | 91 |
|
|
2016
Q1 | $673K | Sell |
10,961
-2,999
| -21% | -$174K | 0.22% | 77 |
|
|
2015
Q4 | $971K | Sell |
13,960
-25,673
| -65% | -$1.87M | 0.3% | 70 |
|
|
2015
Q3 | $2.94M | Sell |
39,633
-1,875
| -5% | -$144K | 0.9% | 47 |
|
|
2015
Q2 | $3.23M | Buy |
41,508
+1,423
| +4% | +$113K | 0.84% | 47 |
|
|
2015
Q1 | $3.13M | Sell |
40,085
-1,350
| -3% | -$112K | 0.88% | 51 |
|
|
2014
Q4 | $3.85M | Sell |
41,435
-185
| -0.4% | -$16.6K | 1.09% | 35 |
|
|
2014
Q3 | $3.64M | Buy |
41,620
+2,540
| +6% | +$229K | 1.09% | 41 |
|
|
2014
Q2 | $3.71M | Buy |
39,080
+2,480
| +7% | +$224K | 1.08% | 40 |
|
|
2014
Q1 | $3.29M | Buy |
36,600
+2,355
| +7% | +$210K | 0.96% | 45 |
|
|
2013
Q4 | $3.11M | Buy |
34,245
+200
| +0.6% | +$16.4K | 0.74% | 52 |
|
|
2013
Q3 | $2.57M | Buy |
34,045
+420
| +1% | +$31.6K | 0.67% | 55 |
|
|
2013
Q2 | $2.51M | Buy |
+33,625
| New | +$2.39M | 0.71% | 55 |
|
Other funds holding AXP
VCM
VPM
Arcadia Investment Management's AXP Position: Q1 2026 in Review
Arcadia Investment Management reduced its American Express (AXP) stake by 3.2% in Q1 2026, selling an estimated $224K and leaving 19,982 shares worth $6.04M. The position accounts for 1.04% of the portfolio, ranked #28.
Arcadia Investment Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.03M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Arcadia Investment Management held 19,982 shares of American Express worth $6.04M as of Q1 2026.
- Arcadia Investment Management sold 667 American Express shares in Q1 2026, an estimated $224K.
- American Express made up 1.04% of Arcadia Investment Management's portfolio in Q1 2026, its #28 holding.
- Arcadia Investment Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Arcadia Investment Management's American Express position peaked at $8.03M in Q1 2022.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.