Beaumont Financial Advisors’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
Q1 | $2.52M | Sell |
8,321
-85
| -1% | -$28.5K | 0.17% | 88 |
|
|
2025
Q4 | $3.11M | Sell |
8,406
-39
| -0.5% | -$14K | 0.2% | 74 |
|
|
2025
Q3 | $2.8M | Sell |
8,445
-186
| -2% | -$59.2K | 0.19% | 76 |
|
|
2025
Q2 | $2.75M | Sell |
8,631
-1
| -0% | -$281 | 0.2% | 73 |
|
|
2025
Q1 | $2.32M | Buy |
8,632
+28
| +0.3% | +$8.28K | 0.18% | 80 |
|
|
2024
Q4 | $2.55M | Buy |
8,604
+235
| +3% | +$67.5K | 0.19% | 77 |
|
|
2024
Q3 | $2.27M | Sell |
8,369
-368
| -4% | -$91.6K | 0.18% | 80 |
|
|
2024
Q2 | $2.02M | Sell |
8,737
-49
| -0.6% | -$11.3K | 0.16% | 91 |
|
|
2024
Q1 | $2M | Hold |
8,786
| – | – | 0.16% | 85 |
|
|
2023
Q4 | $1.65M | Buy |
8,786
+64
| +0.7% | +$10.3K | 0.15% | 94 |
|
|
2023
Q3 | $1.3M | Sell |
8,722
-38
| -0.4% | -$6.22K | 0.13% | 106 |
|
|
2023
Q2 | $1.53M | Buy |
8,760
+116
| +1% | +$18.7K | 0.14% | 106 |
|
|
2023
Q1 | $1.43M | Hold |
8,644
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $1.28M | Sell |
8,644
-125
| -1% | -$18.5K | 0.13% | 105 |
|
|
2022
Q3 | $1.18M | Sell |
8,769
-75
| -0.8% | -$11.4K | 0.11% | 107 |
|
|
2022
Q2 | $1.23M | Sell |
8,844
-201
| -2% | -$33.2K | 0.11% | 110 |
|
|
2022
Q1 | $1.69M | Sell |
9,045
-230
| -2% | -$41.5K | 0.13% | 121 |
|
|
2021
Q4 | $1.52M | Buy |
9,275
+80
| +0.9% | +$13.6K | 0.11% | 120 |
|
|
2021
Q3 | $1.54M | Sell |
9,195
-648
| -7% | -$108K | 0.12% | 112 |
|
|
2021
Q2 | $1.63M | Buy |
9,843
+738
| +8% | +$116K | 0.12% | 113 |
|
|
2021
Q1 | $1.29M | Buy |
9,105
+617
| +7% | +$81.5K | 0.11% | 121 |
|
|
2020
Q4 | $1.03M | Sell |
8,488
-395
| -4% | -$43.7K | 0.09% | 134 |
|
|
2020
Q3 | $891K | Sell |
8,883
-22
| -0.2% | -$2.16K | 0.09% | 155 |
|
|
2020
Q2 | $848K | Sell |
8,905
-163
| -2% | -$15K | 0.09% | 147 |
|
|
2020
Q1 | $776K | Sell |
9,068
-543
| -6% | -$63.2K | 0.1% | 115 |
|
|
2019
Q4 | $1.2M | Sell |
9,611
-379
| -4% | -$45.3K | 0.12% | 117 |
|
|
2019
Q3 | $1.18M | Buy |
9,990
+7,021
| +236% | +$861K | 0.12% | 112 |
|
|
2019
Q2 | $367K | Buy |
2,969
+270
| +10% | +$31.7K | 0.04% | 176 |
|
|
2019
Q1 | $295K | Hold |
2,699
| – | – | 0.03% | 189 |
|
|
2018
Q4 | $257K | Buy |
2,699
+261
| +11% | +$27.3K | 0.04% | 169 |
|
|
2018
Q3 | $260K | Hold |
2,438
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $239K | Sell |
2,438
-304
| -11% | -$29.9K | 0.03% | 182 |
|
|
2018
Q1 | $256K | Buy |
+2,742
| New | +$266K | 0.03% | 180 |
|
|
2014
Q1 | – | Sell |
-2,272
| Closed | -$206K | – | 131 |
|
|
2013
Q4 | $206K | Buy |
+2,272
| New | +$187K | 0.02% | 139 |
|
Other funds holding AXP
VCM
VPM
Beaumont Financial Advisors's AXP Position: Q1 2026 in Review
Beaumont Financial Advisors reduced its American Express (AXP) stake by 1% in Q1 2026, selling an estimated $28.5K and leaving 8,321 shares worth $2.52M. The position accounts for 0.17% of the portfolio, ranked #88.
Beaumont Financial Advisors first reported a position in AXP in Q4 2013 and has held it in 34 quarters since. The position peaked at $3.11M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Beaumont Financial Advisors held 8,321 shares of American Express worth $2.52M as of Q1 2026.
- Beaumont Financial Advisors sold 85 American Express shares in Q1 2026, an estimated $28.5K.
- American Express made up 0.17% of Beaumont Financial Advisors's portfolio in Q1 2026, its #88 holding.
- Beaumont Financial Advisors first reported a position in American Express in Q4 2013 and has held it in 34 quarters since.
- Beaumont Financial Advisors's American Express position peaked at $3.11M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.