Bell & Brown Wealth 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
Q2 | $4.79M | Sell |
14,154
-130
| -0.9% | -$41.6K | 1.45% | 27 |
|
|
2026
Q1 | $4.32M | Sell |
14,284
-316
| -2% | -$106K | 1.4% | 29 |
|
|
2025
Q4 | $5.4M | Sell |
14,600
-151
| -1% | -$54K | 1.74% | 24 |
|
|
2025
Q3 | $4.9M | Buy |
14,751
+90
| +0.6% | +$28.6K | 1.6% | 26 |
|
|
2025
Q2 | $4.68M | Sell |
14,661
-20
| -0.1% | -$5.63K | 1.67% | 22 |
|
|
2025
Q1 | $3.95M | Buy |
14,681
+95
| +0.7% | +$28.1K | 1.54% | 28 |
|
|
2024
Q4 | $4.33M | Sell |
14,586
-120
| -0.8% | -$34.5K | 1.61% | 25 |
|
|
2024
Q3 | $3.99M | Sell |
14,706
-65
| -0.4% | -$16.2K | 1.56% | 26 |
|
|
2024
Q2 | $3.42M | Sell |
14,771
-389
| -3% | -$90.1K | 1.31% | 25 |
|
|
2024
Q1 | $3.45M | Sell |
15,160
-230
| -1% | -$47.7K | 1.48% | 25 |
|
|
2023
Q4 | $2.88M | Buy |
+15,390
| New | +$2.48M | 1.34% | 29 |
|
|
2023
Q2 | $2.69M | Sell |
15,422
-143
| -0.9% | -$23.1K | 1.34% | 31 |
|
|
2023
Q1 | $2.57M | Sell |
15,565
-198
| -1% | -$32.8K | 1.37% | 34 |
|
|
2022
Q4 | $2.33M | Buy |
15,763
+30
| +0.2% | +$4.45K | 1.28% | 37 |
|
|
2022
Q3 | $2.12M | Sell |
15,733
-126
| -0.8% | -$19.1K | 1.31% | 33 |
|
|
2022
Q2 | $2.2M | Sell |
15,859
-565
| -3% | -$93.3K | 1.18% | 37 |
|
|
2022
Q1 | $3.07M | Sell |
16,424
-698
| -4% | -$126K | 1.39% | 28 |
|
|
2021
Q4 | $3.37M | Buy |
17,122
+311
| +2% | +$53K | 1.63% | 25 |
|
|
2021
Q3 | $2.82M | Buy |
+16,811
| New | +$2.81M | 1.52% | 27 |
|
|
2020
Q3 | $1.86M | Buy |
18,255
+601
| +3% | +$59.1K | 1.35% | 28 |
|
|
2020
Q2 | $1.68M | Buy |
17,654
+874
| +5% | +$80.5K | 1.31% | 29 |
|
|
2020
Q1 | $1.44M | Buy |
16,780
+453
| +3% | +$52.7K | 1.34% | 30 |
|
|
2019
Q4 | $2.1M | Sell |
16,327
-341
| -2% | -$40.8K | 1.57% | 25 |
|
|
2019
Q3 | $1.95M | Sell |
16,668
-267
| -2% | -$32.7K | 1.6% | 25 |
|
|
2019
Q2 | $2.09M | Buy |
16,935
+593
| +4% | +$69.7K | 1.84% | 20 |
|
|
2019
Q1 | $1.79M | Sell |
16,342
-590
| -3% | -$62K | 1.63% | 25 |
|
|
2018
Q4 | $1.61M | Sell |
16,932
-216
| -1% | -$22.6K | 1.73% | 24 |
|
|
2018
Q3 | $1.76M | Sell |
17,148
-16
| -0.1% | -$1.66K | 1.64% | 25 |
|
|
2018
Q2 | $1.68M | Buy |
17,164
+254
| +2% | +$25K | 1.66% | 22 |
|
|
2018
Q1 | $1.66M | Sell |
16,910
-241
| -1% | -$23.3K | 1.75% | 16 |
|
|
2017
Q4 | $1.7M | Buy |
+17,151
| New | +$1.63M | 1.76% | 16 |
|
Other funds holding AXP
Bell & Brown Wealth Advisors's AXP Position: Q2 2026 in Review
Bell & Brown Wealth Advisors reduced its American Express (AXP) stake by 0.91% in Q2 2026, selling an estimated $41.6K and leaving 14,154 shares worth $4.79M. The position accounts for 1.45% of the portfolio, ranked #27.
Bell & Brown Wealth Advisors first reported a position in AXP in Q4 2017 and has held it in 31 quarters since. The position peaked at $5.4M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Bell & Brown Wealth Advisors held 14,154 shares of American Express worth $4.79M as of Q2 2026.
- Bell & Brown Wealth Advisors sold 130 American Express shares in Q2 2026, an estimated $41.6K.
- American Express made up 1.45% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #27 holding.
- Bell & Brown Wealth Advisors first reported a position in American Express in Q4 2017 and has held it in 31 quarters since.
- Bell & Brown Wealth Advisors's American Express position peaked at $5.4M in Q4 2025.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.