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Beacon Investment Advisory Services’s American Express AXP Stock Holding History

Beacon Investment Advisory Services’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Sell
5,128
-51
-1% -$16.3K 0.06% 119
2026
Q1 		$1.57M Buy
5,179
+128
+3% +$42.9K 0.06% 116
2025
Q4 		$1.87M Sell
5,051
-8
-0.2% -$2.86K 0.08% 111
2025
Q3 		$1.68M Buy
5,059
+66
+1% +$21K 0.07% 114
2025
Q2 		$1.59M Buy
4,993
+94
+2% +$26.5K 0.07% 120
2025
Q1 		$1.32M Buy
4,899
+248
+5% +$73.3K 0.06% 120
2024
Q4 		$1.38M Sell
4,651
-316
-6% -$90.8K 0.06% 124
2024
Q3 		$1.35M Sell
4,967
-87
-2% -$21.7K 0.06% 130
2024
Q2 		$1.17M Buy
5,054
+3
+0.1% +$695 0.05% 129
2024
Q1 		$1.15M Sell
5,051
-220
-4% -$45.6K 0.05% 130
2023
Q4 		$987K Sell
5,271
-6,548
-55% -$1.05M 0.04% 145
2023
Q3 		$1.76M Sell
11,819
-6,595
-36% -$1.08M 0.09% 124
2023
Q2 		$3.21M Sell
18,414
-3,625
-16% -$585K 0.15% 104
2023
Q1 		$3.64M Hold
22,039
– – 0.18% 100
2022
Q4 		$3.26M Hold
22,039
– – 0.17% 105
2022
Q3 		$2.97M Buy
22,039
+318
+1% +$48.1K 0.16% 102
2022
Q2 		$3.01M Buy
21,721
+108
+0.5% +$17.8K 0.16% 108
2022
Q1 		$4.04M Sell
21,613
-17
-0.1% -$3.07K 0.17% 98
2021
Q4 		$3.54M Buy
21,630
+155
+0.7% +$26.4K 0.14% 111
2021
Q3 		$3.6M Buy
21,475
+12
+0.1% +$2.01K 0.15% 110
2021
Q2 		$3.55M Hold
21,463
– – 0.14% 113
2021
Q1 		$3.04M Sell
21,463
-230
-1% -$30.4K 0.13% 116
2020
Q4 		$2.62M Buy
21,693
+190
+0.9% +$21K 0.12% 121
2020
Q3 		$2.16M Buy
21,503
+40
+0.2% +$3.94K 0.11% 122
2020
Q2 		$2.04M Sell
21,463
-97
-0.4% -$8.93K 0.12% 122
2020
Q1 		$1.85M Sell
21,560
-1,900
-8% -$221K 0.13% 115
2019
Q4 		$2.92M Buy
23,460
+3,015
+15% +$360K 0.16% 114
2019
Q3 		$2.42M Sell
20,445
-955
-4% -$117K 0.24% 84
2019
Q2 		$2.64M Buy
+21,400
New +$2.51M 0.28% 85
2019
Q1 		– Sell
-6,400
Closed -$610K – 226
2018
Q4 		$610K Hold
6,400
– – 0.07% 141
2018
Q3 		$682K Sell
6,400
-907
-12% -$94.3K 0.07% 133
2018
Q2 		$716K Buy
7,307
+907
+14% +$89.1K 0.07% 134
2018
Q1 		$597K Buy
+6,400
New +$620K 0.06% 142

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Beacon Investment Advisory Services's AXP Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its American Express (AXP) stake by 0.98% in Q2 2026, selling an estimated $16.3K and leaving 5,128 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #119.

Beacon Investment Advisory Services first reported a position in AXP in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.04M in Q1 2022. 819 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Beacon Investment Advisory Services held 5,128 shares of American Express worth $1.73M as of Q2 2026.
  • Beacon Investment Advisory Services sold 51 American Express shares in Q2 2026, an estimated $16.3K.
  • American Express made up 0.06% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #119 holding.
  • Beacon Investment Advisory Services first reported a position in American Express in Q1 2018 and has held it in 33 quarters since.
  • Beacon Investment Advisory Services's American Express position peaked at $4.04M in Q1 2022.
  • 819 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.