Avantax Planning Partners’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 | $862K | Buy |
2,549
+1
| +0% | +$320 | 0.02% | 210 |
|
|
2026
Q1 | $771K | Buy |
2,548
+3
| +0.1% | +$1.01K | 0.02% | 224 |
|
|
2025
Q4 | $942K | Buy |
2,545
+7
| +0.3% | +$2.5K | 0.03% | 199 |
|
|
2025
Q3 | $843K | Sell |
2,538
-287
| -10% | -$91.3K | 0.02% | 212 |
|
|
2025
Q2 | $901K | Buy |
2,825
+1
| +0% | +$281 | 0.03% | 198 |
|
|
2025
Q1 | $760K | Buy |
2,824
+305
| +12% | +$90.2K | 0.03% | 200 |
|
|
2024
Q4 | $748K | Sell |
2,519
-202
| -7% | -$58K | 0.03% | 201 |
|
|
2024
Q3 | $738K | Sell |
2,721
-1,428
| -34% | -$356K | 0.03% | 198 |
|
|
2024
Q2 | $961K | Sell |
4,149
-239
| -5% | -$55.4K | 0.03% | 211 |
|
|
2024
Q1 | $999K | Buy |
4,388
+508
| +13% | +$105K | 0.03% | 212 |
|
|
2023
Q4 | $727K | Buy |
3,880
+1,710
| +79% | +$275K | 0.03% | 201 |
|
|
2023
Q3 | $324K | Buy |
2,170
+6
| +0.3% | +$981 | 0.01% | 274 |
|
|
2023
Q2 | $377K | Buy |
2,164
+52
| +2% | +$8.39K | 0.02% | 259 |
|
|
2023
Q1 | $348K | Sell |
2,112
-56
| -3% | -$9.29K | 0.01% | 266 |
|
|
2022
Q4 | $320K | Buy |
2,168
+151
| +7% | +$22.4K | 0.01% | 290 |
|
|
2022
Q3 | $272K | Sell |
2,017
-336
| -14% | -$50.9K | 0.01% | 292 |
|
|
2022
Q2 | $326K | Buy |
2,353
+6
| +0.3% | +$991 | 0.01% | 262 |
|
|
2022
Q1 | $439K | Buy |
2,347
+7
| +0.3% | +$1.26K | 0.02% | 233 |
|
|
2021
Q4 | $383K | Buy |
2,340
+771
| +49% | +$131K | 0.02% | 242 |
|
|
2021
Q3 | $263K | Sell |
1,569
-44
| -3% | -$7.36K | 0.01% | 276 |
|
|
2021
Q2 | $267K | Buy |
+1,613
| New | +$253K | 0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-1,733
| Closed | -$216K | – | 273 |
|
|
2019
Q4 | $216K | Sell |
1,733
-235
| -12% | -$28.1K | 0.01% | 279 |
|
|
2019
Q3 | $233K | Buy |
1,968
+88
| +5% | +$10.8K | 0.01% | 273 |
|
|
2019
Q2 | $235K | Sell |
1,880
-53
| -3% | -$6.22K | 0.02% | 269 |
|
|
2019
Q1 | $211K | Buy |
+1,933
| New | +$203K | 0.01% | 273 |
|
|
2018
Q4 | – | Sell |
-1,661
| Closed | -$177K | – | 355 |
|
|
2018
Q3 | $177K | Buy |
+1,661
| New | +$173K | 0.01% | 256 |
|
|
2018
Q2 | – | Sell |
-1,740
| Closed | -$162K | – | 344 |
|
|
2018
Q1 | $162K | Sell |
1,740
-362
| -17% | -$35.1K | 0.01% | 328 |
|
|
2017
Q4 | $209K | Sell |
2,102
-850
| -29% | -$81K | 0.02% | 286 |
|
|
2017
Q3 | $267K | Buy |
+2,952
| New | +$254K | 0.02% | 301 |
|
Other funds holding AXP
Avantax Planning Partners's AXP Position: Q2 2026 in Review
Avantax Planning Partners increased its American Express (AXP) stake by 0.04% in Q2 2026, buying an estimated $320 and bringing the position to 2,549 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #210.
Avantax Planning Partners first reported a position in AXP in Q3 2017 and has held it in 29 quarters since. The position peaked at $999K in Q1 2024. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Avantax Planning Partners held 2,549 shares of American Express worth $862K as of Q2 2026.
- Avantax Planning Partners bought 1 American Express share in Q2 2026, an estimated $320.
- American Express made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #210 holding.
- Avantax Planning Partners first reported a position in American Express in Q3 2017 and has held it in 29 quarters since.
- Avantax Planning Partners's American Express position peaked at $999K in Q1 2024.
- 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.