BCS Private 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
$2.93M Sell
8,650
-3,292
-28% -$1.05M 0.88% 35
2026
Q1
$3.61M Buy
11,942
+3,292
+38% +$1.1M 1.1% 26
2025
Q4
$3.2M Sell
8,650
-671
-7% -$240K 1.09% 28
2025
Q3
$3.1M Sell
9,321
-500
-5% -$159K 1.11% 27
2025
Q2
$3.13M Buy
+9,821
New +$2.76M 1.18% 25

Other funds holding AXP

BCS Private Wealth Management's AXP Position: Q2 2026 in Review

BCS Private Wealth Management reduced its American Express (AXP) stake by 28% in Q2 2026, selling an estimated $1.05M and leaving 8,650 shares worth $2.93M. The position accounts for 0.88% of the portfolio, ranked #35.

BCS Private Wealth Management first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.61M in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BCS Private Wealth Management held 8,650 shares of American Express worth $2.93M as of Q2 2026.
  • BCS Private Wealth Management sold 3,292 American Express shares in Q2 2026, an estimated $1.05M.
  • American Express made up 0.88% of BCS Private Wealth Management's portfolio in Q2 2026, its #35 holding.
  • BCS Private Wealth Management first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's American Express position peaked at $3.61M in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.