Buckley Wealth 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
Q2 | $222K | Sell |
655
-358
| -35% | -$115K | 0.05% | 101 |
|
|
2026
Q1 | $306K | Hold |
1,013
| – | – | 0.08% | 95 |
|
|
2025
Q4 | $375K | Sell |
1,013
-4
| -0.4% | -$1.43K | 0.1% | 91 |
|
|
2025
Q3 | $338K | Buy |
1,017
+4
| +0.4% | +$1.27K | 0.09% | 92 |
|
|
2025
Q2 | $323K | Hold |
1,013
| – | – | 0.1% | 94 |
|
|
2025
Q1 | $273K | Sell |
1,013
-71
| -7% | -$21K | 0.08% | 91 |
|
|
2024
Q4 | $322K | Sell |
1,084
-13
| -1% | -$3.73K | 0.1% | 88 |
|
|
2024
Q3 | $298K | Sell |
1,097
-40
| -4% | -$9.96K | 0.09% | 90 |
|
|
2024
Q2 | $263K | Sell |
1,137
-14
| -1% | -$3.24K | 0.08% | 94 |
|
|
2024
Q1 | $262K | Sell |
1,151
-86
| -7% | -$17.8K | 0.08% | 98 |
|
|
2023
Q4 | $232K | Buy |
+1,237
| New | +$199K | 0.08% | 97 |
|
|
2023
Q3 | – | Sell |
-2,685
| Closed | -$468K | – | 100 |
|
|
2023
Q2 | $468K | Buy |
+2,685
| New | +$433K | 0.16% | 88 |
|
|
2023
Q1 | – | Sell |
-1,743
| Closed | -$258K | – | 104 |
|
|
2022
Q4 | $258K | Sell |
1,743
-2
| -0.1% | -$296 | 0.09% | 97 |
|
|
2022
Q3 | $235K | Sell |
1,745
-1,363
| -44% | -$206K | 0.09% | 102 |
|
|
2022
Q2 | $431K | Sell |
3,108
-31
| -1% | -$5.12K | 0.14% | 97 |
|
|
2022
Q1 | $587K | Sell |
3,139
-1,209
| -28% | -$218K | 0.16% | 92 |
|
|
2021
Q4 | $711K | Sell |
4,348
-3,784
| -47% | -$645K | 0.21% | 85 |
|
|
2021
Q3 | $1.36M | Sell |
8,132
-1,039
| -11% | -$174K | 0.44% | 41 |
|
|
2021
Q2 | $1.51M | Sell |
9,171
-945
| -9% | -$148K | 0.52% | 35 |
|
|
2021
Q1 | $1.43M | Sell |
10,116
-100
| -1% | -$13.2K | 0.53% | 35 |
|
|
2020
Q4 | $1.24M | Sell |
10,216
-505
| -5% | -$55.9K | 0.51% | 36 |
|
|
2020
Q3 | $1.07M | Sell |
10,721
-3,465
| -24% | -$341K | 0.48% | 38 |
|
|
2020
Q2 | $1.35M | Buy |
14,186
+105
| +0.7% | +$9.67K | 0.61% | 31 |
|
|
2020
Q1 | $1.21M | Buy |
14,081
+2,766
| +24% | +$322K | 0.65% | 28 |
|
|
2019
Q4 | $1.41M | Buy |
11,315
+516
| +5% | +$61.7K | 0.64% | 30 |
|
|
2019
Q3 | $1.28M | Buy |
10,799
+1,287
| +14% | +$158K | 0.63% | 31 |
|
|
2019
Q2 | $1.17M | Sell |
9,512
-2,595
| -21% | -$305K | 0.55% | 30 |
|
|
2019
Q1 | $1.32M | Sell |
12,107
-1,490
| -11% | -$157K | 0.63% | 31 |
|
|
2018
Q4 | $1.3M | Sell |
13,597
-14,622
| -52% | -$1.53M | 0.67% | 31 |
|
|
2018
Q3 | $3M | Buy |
28,219
+148
| +0.5% | +$15.4K | 1.31% | 20 |
|
|
2018
Q2 | $2.75M | Sell |
28,071
-853
| -3% | -$83.8K | 1.3% | 21 |
|
|
2018
Q1 | $2.7M | Sell |
28,924
-1,259
| -4% | -$122K | 1.33% | 20 |
|
|
2017
Q4 | $3M | Buy |
+30,183
| New | +$2.87M | 1.5% | 17 |
|
Other funds holding AXP
Buckley Wealth Management's AXP Position: Q2 2026 in Review
Buckley Wealth Management reduced its American Express (AXP) stake by 35% in Q2 2026, selling an estimated $115K and leaving 655 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #101.
Buckley Wealth Management first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $3M in Q3 2018. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Buckley Wealth Management held 655 shares of American Express worth $222K as of Q2 2026.
- Buckley Wealth Management sold 358 American Express shares in Q2 2026, an estimated $115K.
- American Express made up 0.05% of Buckley Wealth Management's portfolio in Q2 2026, its #101 holding.
- Buckley Wealth Management first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
- Buckley Wealth Management's American Express position peaked at $3M in Q3 2018.
- 2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.