Beacon Investment Advisory Services’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 | $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
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. 3,011 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.
- 3,011 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.