Bogart Wealth LLC’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 | $249K | Buy |
737
+79
| +12% | +$25.3K | 0.01% | 253 |
|
|
2026
Q1 | $199K | Sell |
658
-9
| -1% | -$3.02K | 0.01% | 256 |
|
|
2025
Q4 | $247K | Sell |
667
-20
| -3% | -$7.16K | 0.01% | 235 |
|
|
2025
Q3 | $228K | Buy |
687
+13
| +2% | +$4.13K | 0.01% | 230 |
|
|
2025
Q2 | $215K | Sell |
674
-13
| -2% | -$3.66K | 0.01% | 227 |
|
|
2025
Q1 | $185K | Buy |
687
+30
| +5% | +$8.87K | 0.01% | 236 |
|
|
2024
Q4 | $195K | Buy |
657
+21
| +3% | +$6.03K | 0.01% | 220 |
|
|
2024
Q3 | $172K | Hold |
636
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $147K | Buy |
636
+153
| +32% | +$35.4K | 0.01% | 240 |
|
|
2024
Q1 | $110K | Hold |
483
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $90.6K | Buy |
483
+12
| +3% | +$1.93K | 0.01% | 282 |
|
|
2023
Q3 | $70.3K | Buy |
471
+1
| +0.2% | +$164 | ﹤0.01% | 290 |
|
|
2023
Q2 | $81.9K | Buy |
470
+15
| +3% | +$2.42K | 0.01% | 264 |
|
|
2023
Q1 | $75.1K | Buy |
455
+182
| +67% | +$30.2K | 0.01% | 264 |
|
|
2022
Q4 | $40.4K | Hold |
273
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $37K | Sell |
273
-19
| -7% | -$2.88K | ﹤0.01% | 339 |
|
|
2022
Q2 | $41K | Sell |
292
-152
| -34% | -$25.1K | ﹤0.01% | 309 |
|
|
2022
Q1 | $83K | Sell |
444
-320
| -42% | -$57.8K | 0.01% | 226 |
|
|
2021
Q4 | $125K | Sell |
764
-9
| -1% | -$1.53K | 0.01% | 179 |
|
|
2021
Q3 | $130K | Hold |
773
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $128K | Buy |
773
+600
| +347% | +$94K | 0.01% | 166 |
|
|
2021
Q1 | $24K | Buy |
173
+31
| +22% | +$4.1K | ﹤0.01% | 296 |
|
|
2020
Q4 | $17K | Hold |
142
| – | – | ﹤0.01% | 277 |
|
|
2020
Q3 | $14K | Hold |
142
| – | – | ﹤0.01% | 273 |
|
|
2020
Q2 | $14K | Hold |
142
| – | – | ﹤0.01% | 259 |
|
|
2020
Q1 | $12K | Buy |
142
+9
| +7% | +$1.05K | ﹤0.01% | 249 |
|
|
2019
Q4 | $17K | Sell |
133
-8
| -6% | -$956 | 0.01% | 239 |
|
|
2019
Q3 | $17K | Hold |
141
| – | – | 0.01% | 219 |
|
|
2019
Q2 | $17K | Hold |
141
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $15K | Hold |
141
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $13K | Hold |
141
| – | – | 0.01% | 223 |
|
|
2018
Q3 | $15K | Hold |
141
| – | – | 0.01% | 202 |
|
|
2018
Q2 | $13K | Hold |
141
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $13K | Sell |
141
-16
| -10% | -$1.55K | 0.01% | 221 |
|
|
2017
Q4 | $16K | Hold |
157
| – | – | 0.01% | 206 |
|
|
2017
Q3 | $14K | Buy |
+157
| New | +$13.5K | 0.01% | 209 |
|
Other funds holding AXP
Bogart Wealth LLC's AXP Position: Q2 2026 in Review
Bogart Wealth LLC increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $25.3K and bringing the position to 737 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #253.
Bogart Wealth LLC first reported a position in AXP in Q3 2017 and has held it in 36 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Bogart Wealth LLC held 737 shares of American Express worth $249K as of Q2 2026.
- Bogart Wealth LLC bought 79 American Express shares in Q2 2026, an estimated $25.3K.
- American Express made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #253 holding.
- Bogart Wealth LLC first reported a position in American Express in Q3 2017 and has held it in 36 quarters since.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.