BankPlus Trust Department’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
$2.58M Sell
7,629
-23
-0.3% -$7.36K 0.6% 37
2026
Q1
$2.31M Buy
7,652
+3,200
+72% +$1.07M 0.62% 40
2025
Q4
$1.65M Buy
4,452
+1,600
+56% +$573K 0.43% 54
2025
Q3
$947K Buy
2,852
+29
+1% +$9.22K 0.25% 81
2025
Q2
$900K Buy
2,823
+1,512
+115% +$426K 0.27% 78
2025
Q1
$353K Buy
1,311
+83
+7% +$24.5K 0.12% 115
2024
Q4
$364K Buy
+1,228
New +$353K 0.12% 114

Other funds holding AXP

BankPlus Trust Department's AXP Position: Q2 2026 in Review

BankPlus Trust Department reduced its American Express (AXP) stake by 0.3% in Q2 2026, selling an estimated $7.36K and leaving 7,629 shares worth $2.58M. The position accounts for 0.6% of the portfolio, ranked #37.

BankPlus Trust Department first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BankPlus Trust Department held 7,629 shares of American Express worth $2.58M as of Q2 2026.
  • BankPlus Trust Department sold 23 American Express shares in Q2 2026, an estimated $7.36K.
  • American Express made up 0.6% of BankPlus Trust Department's portfolio in Q2 2026, its #37 holding.
  • BankPlus Trust Department first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.