Carson Advisory’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
$206K Buy
+608
New +$195K 0.09% 195
2026
Q1
Sell
-668
Closed -$247K 189
2025
Q4
$247K Buy
668
+18
+3% +$6.44K 0.13% 157
2025
Q3
$216K Hold
650
0.12% 166
2025
Q2
$207K Buy
+650
New +$183K 0.13% 164

Other funds holding AXP

Carson Advisory's AXP Position: Q2 2026 in Review

Carson Advisory opened a new position in American Express (AXP) in Q2 2026: 608 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #195 among its holdings. This is a return to the name: Carson Advisory previously reported a position in AXP as recently as Q4 2025.

Carson Advisory first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Carson Advisory held 608 shares of American Express worth $206K as of Q2 2026.
  • American Express was a new Carson Advisory position in Q2 2026.
  • American Express made up 0.09% of Carson Advisory's portfolio in Q2 2026, its #195 holding.
  • Carson Advisory first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Carson Advisory's American Express position peaked at $247K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.