Arete Wealth 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
Q1 | – | Sell |
-8,875
| Closed | -$3.27M | – | 350 |
|
|
2025
Q4 | $3.27M | Sell |
8,875
-4,913
| -36% | -$1.76M | 0.2% | 107 |
|
|
2025
Q3 | $4.58M | Buy |
13,788
+5,053
| +58% | +$1.61M | 0.29% | 79 |
|
|
2025
Q2 | $2.77M | Sell |
8,735
-4,665
| -35% | -$1.31M | 0.2% | 105 |
|
|
2025
Q1 | $3.61M | Sell |
13,400
-299
| -2% | -$88.4K | 0.28% | 81 |
|
|
2024
Q4 | $4.03M | Buy |
13,699
+1,697
| +14% | +$488K | 0.29% | 71 |
|
|
2024
Q3 | $3.19M | Buy |
12,002
+1,383
| +13% | +$344K | 0.27% | 78 |
|
|
2024
Q2 | $2.43M | Sell |
10,619
-104
| -1% | -$24.1K | 0.2% | 106 |
|
|
2024
Q1 | $2.42M | Buy |
10,723
+972
| +10% | +$202K | 0.22% | 106 |
|
|
2023
Q4 | $1.83M | Buy |
9,751
+2,158
| +28% | +$347K | 0.14% | 157 |
|
|
2023
Q3 | $1.13M | Buy |
7,593
+1,028
| +16% | +$168K | 0.2% | 115 |
|
|
2023
Q2 | $1.15M | Sell |
6,565
-2,163
| -25% | -$349K | 0.1% | 195 |
|
|
2023
Q1 | $1.44M | Sell |
8,728
-512
| -6% | -$84.9K | 0.12% | 159 |
|
|
2022
Q4 | $1.37B | Sell |
9,240
-466
| -5% | -$69K | 0.12% | 152 |
|
|
2022
Q3 | $1.31M | Buy |
9,706
+189
| +2% | +$28.6K | 0.13% | 143 |
|
|
2022
Q2 | $1.32M | Buy |
+9,517
| New | +$1.57M | 0.13% | 122 |
|
|
2022
Q1 | – | Sell |
-7,538
| Closed | -$1.26M | – | 513 |
|
|
2021
Q4 | $1.26M | Buy |
7,538
+111
| +1% | +$18.9K | 0.11% | 164 |
|
|
2021
Q3 | $1.24M | Buy |
7,427
+266
| +4% | +$44.5K | 0.14% | 146 |
|
|
2021
Q2 | $1.1M | Sell |
7,161
-9
| -0.1% | -$1.41K | 0.15% | 131 |
|
|
2021
Q1 | $1.01M | Buy |
7,170
+713
| +11% | +$94.2K | 0.13% | 160 |
|
|
2020
Q4 | $779K | Sell |
6,457
-806
| -11% | -$89.3K | 0.11% | 173 |
|
|
2020
Q3 | $738K | Buy |
7,263
+45
| +0.6% | +$4.43K | 0.11% | 181 |
|
|
2020
Q2 | $687K | Buy |
7,218
+19
| +0.3% | +$1.75K | 0.12% | 185 |
|
|
2020
Q1 | $616K | Sell |
7,199
-4,047
| -36% | -$471K | 0.12% | 171 |
|
|
2019
Q4 | $1.4M | Sell |
11,246
-21
| -0.2% | -$2.51K | 0.24% | 101 |
|
|
2019
Q3 | $1.33M | Sell |
11,267
-88
| -0.8% | -$10.8K | 0.25% | 95 |
|
|
2019
Q2 | $1.4M | Buy |
11,355
+2,728
| +32% | +$320K | 0.27% | 88 |
|
|
2019
Q1 | $943K | Buy |
8,627
+796
| +10% | +$83.6K | 0.2% | 132 |
|
|
2018
Q4 | $746K | Sell |
7,831
-172
| -2% | -$18K | 0.18% | 138 |
|
|
2018
Q3 | $852K | Buy |
8,003
+1
| +0% | +$104 | 0.19% | 130 |
|
|
2018
Q2 | $784K | Buy |
8,002
+2,363
| +42% | +$232K | 0.19% | 138 |
|
|
2018
Q1 | $526K | Sell |
5,639
-132
| -2% | -$12.8K | 0.17% | 156 |
|
|
2017
Q4 | $573K | Sell |
5,771
-1,444
| -20% | -$138K | 0.19% | 148 |
|
|
2017
Q3 | $653K | Buy |
7,215
+1,562
| +28% | +$134K | 0.26% | 122 |
|
|
2017
Q2 | $476K | Buy |
+5,653
| New | +$447K | 0.22% | 128 |
|
Other funds holding AXP
VCM
VPM
Arete Wealth Advisors's AXP Position: Q1 2026 in Review
Arete Wealth Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 8,875 shares — an estimated $3.27M sold.
Arete Wealth Advisors first reported a position in AXP in Q2 2017 and held it in 34 quarters. The position peaked at $1.37B in Q4 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Arete Wealth Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 8,875 American Express shares in Q1 2026, an estimated $3.27M.
- Arete Wealth Advisors first reported a position in American Express in Q2 2017 and held it in 34 quarters.
- Arete Wealth Advisors's American Express position peaked at $1.37B in Q4 2022.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.