Bell Asset 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
Q1 | $1.53M | Buy |
+5,049
| New | +$1.69M | 0.45% | 61 |
|
|
2025
Q4 | – | Sell |
-9,050
| Closed | -$3.01M | – | 60 |
|
|
2025
Q3 | $3.01M | Sell |
9,050
-2,793
| -24% | -$888K | 0.82% | 48 |
|
|
2025
Q2 | $3.78M | Sell |
11,843
-8,157
| -41% | -$2.3M | 0.83% | 54 |
|
|
2025
Q1 | $5.38M | Sell |
20,000
-502
| -2% | -$148K | 0.99% | 45 |
|
|
2024
Q4 | $6.08M | Sell |
20,502
-3,309
| -14% | -$951K | 1.11% | 35 |
|
|
2024
Q3 | $6.46M | Sell |
23,811
-12,630
| -35% | -$3.14M | 1.18% | 33 |
|
|
2024
Q2 | $8.44M | Sell |
36,441
-5,098
| -12% | -$1.18M | 1.18% | 31 |
|
|
2024
Q1 | $9.46M | Sell |
41,539
-19,175
| -32% | -$3.98M | 1.39% | 31 |
|
|
2023
Q4 | $11.4M | Buy |
60,714
+439
| +0.7% | +$70.7K | 1.73% | 13 |
|
|
2023
Q3 | $8.99M | Buy |
60,275
+5,291
| +10% | +$865K | 1.48% | 28 |
|
|
2023
Q2 | $9.58M | Buy |
54,984
+13,736
| +33% | +$2.22M | 1.64% | 21 |
|
|
2023
Q1 | $6.8M | Sell |
41,248
-6,989
| -14% | -$1.16M | 1.24% | 40 |
|
|
2022
Q4 | $7.13M | Sell |
48,237
-376
| -0.8% | -$55.7K | 1.33% | 38 |
|
|
2022
Q3 | $6.56M | Buy |
48,613
+11,011
| +29% | +$1.67M | 1.33% | 40 |
|
|
2022
Q2 | $5.21M | Buy |
37,602
+824
| +2% | +$136K | 1.03% | 52 |
|
|
2022
Q1 | $6.88M | Sell |
36,778
-6,285
| -15% | -$1.14M | 1.18% | 48 |
|
|
2021
Q4 | $7.04M | Buy |
43,063
+7,387
| +21% | +$1.26M | 1.14% | 49 |
|
|
2021
Q3 | $5.98M | Sell |
35,676
-65
| -0.2% | -$10.9K | 1.02% | 53 |
|
|
2021
Q2 | $5.91M | Sell |
35,741
-5,258
| -13% | -$824K | 1.16% | 44 |
|
|
2021
Q1 | $5.8M | Sell |
40,999
-17,077
| -29% | -$2.26M | 1.25% | 43 |
|
|
2020
Q4 | $7.02M | Buy |
58,076
+2,401
| +4% | +$266K | 1.54% | 29 |
|
|
2020
Q3 | $5.58M | Buy |
55,675
+477
| +0.9% | +$46.9K | 1.39% | 36 |
|
|
2020
Q2 | $5.25M | Sell |
55,198
-18,219
| -25% | -$1.68M | 1.43% | 33 |
|
|
2020
Q1 | $6.29M | Buy |
73,417
+12,397
| +20% | +$1.44M | 1.96% | 15 |
|
|
2019
Q4 | $7.6M | Sell |
61,020
-49,330
| -45% | -$5.9M | 1.95% | 11 |
|
|
2019
Q3 | $13.1M | Buy |
110,350
+11,739
| +12% | +$1.44M | 2% | 10 |
|
|
2019
Q2 | $12.2M | Sell |
98,611
-8,733
| -8% | -$1.03M | 1.97% | 11 |
|
|
2019
Q1 | $11.7M | Buy |
107,344
+13,054
| +14% | +$1.37M | 2.02% | 11 |
|
|
2018
Q4 | $8.99M | Buy |
94,290
+9,181
| +11% | +$961K | 1.89% | 14 |
|
|
2018
Q3 | $9.06M | Buy |
85,109
+1,414
| +2% | +$147K | 1.88% | 15 |
|
|
2018
Q2 | $8.22M | Buy |
83,695
+11,060
| +15% | +$1.09M | 1.98% | 12 |
|
|
2018
Q1 | $8.83M | Buy |
72,635
+11,733
| +19% | +$1.14M | 1.77% | 23 |
|
|
2017
Q4 | $6.05M | Buy |
+60,902
| New | +$5.8M | 1.45% | 34 |
|
Other funds holding AXP
VCM
VPM
Bell Asset Management's AXP Position: Q1 2026 in Review
Bell Asset Management opened a new position in American Express (AXP) in Q1 2026: 5,049 shares worth $1.53M. The stake represents 0.45% of the portfolio and ranks #61 among its holdings. This is a return to the name: Bell Asset Management previously reported a position in AXP as recently as Q3 2025.
Bell Asset Management first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $13.1M in Q3 2019. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Bell Asset Management held 5,049 shares of American Express worth $1.53M as of Q1 2026.
- American Express was a new Bell Asset Management position in Q1 2026.
- American Express made up 0.45% of Bell Asset Management's portfolio in Q1 2026, its #61 holding.
- Bell Asset Management first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
- Bell Asset Management's American Express position peaked at $13.1M in Q3 2019.
- 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.