Aries Wealth 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 | $710K | Hold |
2,098
| – | – | 0.14% | 119 |
|
|
2026
Q1 | $635K | Hold |
2,098
| – | – | 0.14% | 128 |
|
|
2025
Q4 | $776K | Buy |
2,098
+25
| +1% | +$8.95K | 0.17% | 111 |
|
|
2025
Q3 | $689K | Hold |
2,073
| – | – | 0.16% | 116 |
|
|
2025
Q2 | $661K | Hold |
2,073
| – | – | 0.17% | 114 |
|
|
2025
Q1 | $558K | Hold |
2,073
| – | – | 0.15% | 127 |
|
|
2024
Q4 | $615K | Sell |
2,073
-1,580
| -43% | -$454K | 0.17% | 125 |
|
|
2024
Q3 | $991K | Sell |
3,653
-36
| -1% | -$8.96K | 0.27% | 84 |
|
|
2024
Q2 | $854K | Buy |
3,689
+75
| +2% | +$17.4K | 0.27% | 91 |
|
|
2024
Q1 | $823K | Sell |
3,614
-35
| -1% | -$7.26K | 0.27% | 91 |
|
|
2023
Q4 | $684K | Sell |
3,649
-411
| -10% | -$66.2K | 0.24% | 98 |
|
|
2023
Q3 | $620K | Buy |
4,060
+396
| +11% | +$64.8K | 0.24% | 99 |
|
|
2023
Q2 | $638K | Hold |
3,664
| – | – | 0.25% | 99 |
|
|
2023
Q1 | $604K | Hold |
3,664
| – | – | 0.25% | 103 |
|
|
2022
Q4 | $541K | Sell |
3,664
-61
| -2% | -$9.04K | 0.23% | 104 |
|
|
2022
Q3 | $553K | Sell |
3,725
-31
| -0.8% | -$4.69K | 0.24% | 97 |
|
|
2022
Q2 | $521K | Buy |
+3,756
| New | +$620K | 0.24% | 97 |
|
|
2022
Q1 | – | Sell |
-3,886
| Closed | -$636K | – | 82 |
|
|
2021
Q4 | $636K | Buy |
3,886
+100
| +3% | +$17.1K | 0.24% | 93 |
|
|
2021
Q3 | $634K | Buy |
3,786
+130
| +4% | +$21.7K | 0.27% | 86 |
|
|
2021
Q2 | $604K | Buy |
3,656
+145
| +4% | +$22.7K | 0.26% | 91 |
|
|
2021
Q1 | $518K | Buy |
3,511
+74
| +2% | +$9.78K | 0.23% | 91 |
|
|
2020
Q4 | $419K | Hold |
3,437
| – | – | 0.21% | 101 |
|
|
2020
Q3 | $345K | Sell |
3,437
-68
| -2% | -$6.69K | 0.2% | 103 |
|
|
2020
Q2 | $334K | Buy |
3,505
+175
| +5% | +$16.1K | 0.2% | 99 |
|
|
2020
Q1 | $255K | Buy |
3,330
+45
| +1% | +$5.24K | 0.19% | 106 |
|
|
2019
Q4 | $408K | Hold |
3,285
| – | – | 0.25% | 94 |
|
|
2019
Q3 | $382K | Sell |
3,285
-107
| -3% | -$13.1K | 0.25% | 94 |
|
|
2019
Q2 | $425K | Sell |
3,392
-100
| -3% | -$11.7K | 0.3% | 87 |
|
|
2019
Q1 | $382K | Hold |
3,492
| – | – | 0.29% | 87 |
|
|
2018
Q4 | $333K | Hold |
3,492
| – | – | 0.35% | 75 |
|
|
2018
Q3 | $372K | Hold |
3,492
| – | – | 0.33% | 76 |
|
|
2018
Q2 | $348K | Sell |
3,492
-150
| -4% | -$14.7K | 0.32% | 80 |
|
|
2018
Q1 | $339K | Buy |
3,642
+230
| +7% | +$22.3K | 0.33% | 84 |
|
|
2017
Q4 | $334K | Buy |
+3,412
| New | +$325K | 0.31% | 85 |
|
Other funds holding AXP
Aries Wealth Management's AXP Position: Q2 2026 in Review
Aries Wealth Management held its American Express (AXP) position steady in Q2 2026 at 2,098 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #119.
Aries Wealth Management first reported a position in AXP in Q4 2017 and has held it in 34 quarters since. The position peaked at $991K in Q3 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Aries Wealth Management held 2,098 shares of American Express worth $710K as of Q2 2026.
- Aries Wealth Management left its American Express share count unchanged in Q2 2026.
- American Express made up 0.14% of Aries Wealth Management's portfolio in Q2 2026, its #119 holding.
- Aries Wealth Management first reported a position in American Express in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's American Express position peaked at $991K in Q3 2024.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.