Capital Wealth Planning’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 | $814M | Sell |
2,407,310
-222,538
| -8% | -$71.3M | 4.07% | 6 |
|
|
2026
Q1 | $795M | Buy |
2,629,848
+477,224
| +22% | +$160M | 4.39% | 8 |
|
|
2025
Q4 | $799M | Sell |
2,152,624
-16,618
| -0.8% | -$5.95M | 5.17% | 2 |
|
|
2025
Q3 | $721M | Buy |
2,169,242
+337,991
| +18% | +$108M | 5.08% | 6 |
|
|
2025
Q2 | $584M | Sell |
1,831,251
-117,714
| -6% | -$33.1M | 4.61% | 11 |
|
|
2025
Q1 | $524M | Buy |
1,948,965
+431,297
| +28% | +$127M | 4.55% | 9 |
|
|
2024
Q4 | $450M | Buy |
1,517,668
+273,813
| +22% | +$78.7M | 4.17% | 12 |
|
|
2024
Q3 | $337M | Buy |
1,243,855
+1,242,743
| +111,757% | +$309M | 3.15% | 17 |
|
|
2024
Q2 | $257K | Buy |
1,112
+43
| +4% | +$9.96K | ﹤0.01% | 118 |
|
|
2024
Q1 | $243K | Buy |
+1,069
| New | +$222K | ﹤0.01% | 127 |
|
|
2023
Q4 | – | Sell |
-4,535
| Closed | -$677K | – | 143 |
|
|
2023
Q3 | $677K | Buy |
4,535
+25
| +0.6% | +$4.09K | 0.01% | 84 |
|
|
2023
Q2 | $786K | Sell |
4,510
-15
| -0.3% | -$2.42K | 0.01% | 61 |
|
|
2023
Q1 | $746K | Sell |
4,525
-2,382
| -34% | -$395K | 0.01% | 60 |
|
|
2022
Q4 | $1.02M | Sell |
6,907
-1,830
| -21% | -$271K | 0.01% | 57 |
|
|
2022
Q3 | $1.18M | Sell |
8,737
-1,105,203
| -99% | -$167M | 0.02% | 48 |
|
|
2022
Q2 | $154M | Buy |
1,113,940
+1,107,545
| +17,319% | +$183M | 3.02% | 17 |
|
|
2022
Q1 | $1.2M | Sell |
6,395
-265
| -4% | -$47.9K | 0.02% | 47 |
|
|
2021
Q4 | $1.09M | Buy |
6,660
+985
| +17% | +$168K | 0.02% | 46 |
|
|
2021
Q3 | $951K | Sell |
5,675
-320
| -5% | -$53.5K | 0.03% | 52 |
|
|
2021
Q2 | $991K | Sell |
5,995
-500
| -8% | -$78.3K | 0.03% | 53 |
|
|
2021
Q1 | $919K | Sell |
6,495
-335
| -5% | -$44.3K | 0.03% | 54 |
|
|
2020
Q4 | $862K | Sell |
6,830
-616
| -8% | -$68.2K | 0.03% | 54 |
|
|
2020
Q3 | $747K | Sell |
7,446
-889
| -11% | -$87.5K | 0.04% | 55 |
|
|
2020
Q2 | $793K | Sell |
8,335
-2,664
| -24% | -$245K | 0.05% | 56 |
|
|
2020
Q1 | $942K | Sell |
10,999
-384,407
| -97% | -$44.7M | 0.06% | 82 |
|
|
2019
Q4 | $49.2M | Buy |
395,406
+18,921
| +5% | +$2.26M | 2.91% | 14 |
|
|
2019
Q3 | $43.8M | Sell |
376,485
-117,909
| -24% | -$14.5M | 2.78% | 15 |
|
|
2019
Q2 | $61M | Buy |
494,394
+481,554
| +3,750% | +$56.6M | 4.43% | 7 |
|
|
2019
Q1 | $1.4M | Sell |
12,840
-15,835
| -55% | -$1.66M | 0.92% | 25 |
|
|
2018
Q4 | $2.73M | Buy |
28,675
+940
| +3% | +$98.4K | 1.81% | 18 |
|
|
2018
Q3 | $2.96M | Buy |
+27,735
| New | +$2.88M | 2.02% | 14 |
|
|
2018
Q2 | – | Sell |
-2,150
| Closed | -$201K | – | 92 |
|
|
2018
Q1 | $201K | Buy |
+2,150
| New | +$208K | 0.14% | 73 |
|
|
2017
Q4 | – | Sell |
-14,870
| Closed | -$1.35M | – | 113 |
|
|
2017
Q3 | $1.35M | Sell |
14,870
-174,360
| -92% | -$15M | 1.06% | 20 |
|
|
2017
Q2 | $15.9M | Buy |
+189,230
| New | +$15M | 2.55% | 15 |
|
|
2017
Q1 | – | Sell |
-2,911
| Closed | -$216K | – | 96 |
|
|
2016
Q4 | $216K | Buy |
+2,911
| New | +$202K | 0.19% | 71 |
|
|
2016
Q1 | – | Sell |
-2,911
| Closed | -$202K | – | 94 |
|
|
2015
Q4 | $202K | Hold |
2,911
| – | – | 0.19% | 78 |
|
|
2015
Q3 | $215K | Hold |
2,911
| – | – | 0.17% | 80 |
|
|
2015
Q2 | $226K | Hold |
2,911
| – | – | 0.13% | 97 |
|
|
2015
Q1 | $227K | Hold |
2,911
| – | – | 0.12% | 99 |
|
|
2014
Q4 | $271K | Hold |
2,911
| – | – | 0.13% | 93 |
|
|
2014
Q3 | $255K | Buy |
+2,911
| New | +$262K | 0.1% | 105 |
|
|
2013
Q4 | – | Sell |
-4,500
| Closed | -$340K | – | 70 |
|
|
2013
Q3 | $340K | Buy |
+4,500
| New | +$339K | 0.15% | 94 |
|
Other funds holding AXP
Capital Wealth Planning's AXP Position: Q2 2026 in Review
Capital Wealth Planning reduced its American Express (AXP) stake by 8.5% in Q2 2026, selling an estimated $71.3M and leaving 2,407,310 shares worth $814M. The position accounts for 4.07% of the portfolio, ranked #6.
Capital Wealth Planning first reported a position in AXP in Q3 2013 and has held it in 42 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Capital Wealth Planning held 2,407,310 shares of American Express worth $814M as of Q2 2026.
- Capital Wealth Planning sold 222,538 American Express shares in Q2 2026, an estimated $71.3M.
- American Express made up 4.07% of Capital Wealth Planning's portfolio in Q2 2026, its #6 holding.
- Capital Wealth Planning first reported a position in American Express in Q3 2013 and has held it in 42 quarters since.
- 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.