Carmel Capital Partners’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
$204K Buy
+604
New +$193K 0.07% 129
2026
Q1
Sell
-553
Closed -$205K 119
2025
Q4
$205K Buy
+553
New +$198K 0.07% 105
2024
Q4
Sell
-851
Closed -$231K 147
2024
Q3
$231K Buy
+851
New +$212K 0.09% 152
2024
Q2
Sell
-1,201
Closed -$273K 164
2024
Q1
$273K Sell
1,201
-2
-0.2% -$415 0.11% 122
2023
Q4
$225K Sell
1,203
-293
-20% -$47.2K 0.12% 139
2023
Q3
$223K Buy
1,496
+313
+26% +$51.2K 0.1% 140
2023
Q2
$206K Hold
1,183
0.11% 116
2023
Q1
$195K Buy
+1,183
New +$196K 0.12% 130
2022
Q2
Sell
-1,175
Closed -$220K 116
2022
Q1
$220K Buy
+1,175
New +$212K 0.18% 107

Other funds holding AXP

Carmel Capital Partners's AXP Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in American Express (AXP) in Q2 2026: 604 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #129 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in AXP as recently as Q4 2025.

Carmel Capital Partners first reported a position in AXP in Q1 2022 and has held it in 9 quarters since. The position peaked at $273K in Q1 2024. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Carmel Capital Partners held 604 shares of American Express worth $204K as of Q2 2026.
  • American Express was a new Carmel Capital Partners position in Q2 2026.
  • American Express made up 0.07% of Carmel Capital Partners's portfolio in Q2 2026, its #129 holding.
  • Carmel Capital Partners first reported a position in American Express in Q1 2022 and has held it in 9 quarters since.
  • Carmel Capital Partners's American Express position peaked at $273K in Q1 2024.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.