Centaurus Financial’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
Q1 | $502K | Sell |
1,661
-54
| -3% | -$18.1K | 0.02% | 528 |
|
|
2025
Q4 | $634K | Sell |
1,715
-9
| -0.5% | -$3.22K | 0.03% | 448 |
|
|
2025
Q3 | $573K | Buy |
1,724
+5
| +0.3% | +$1.59K | 0.03% | 489 |
|
|
2025
Q2 | $548K | Buy |
1,719
+281
| +20% | +$79.1K | 0.03% | 445 |
|
|
2025
Q1 | $387K | Sell |
1,438
-167
| -10% | -$49.4K | 0.02% | 517 |
|
|
2024
Q4 | $476K | Buy |
1,605
+287
| +22% | +$82.5K | 0.03% | 451 |
|
|
2024
Q3 | $358K | Buy |
1,318
+97
| +8% | +$24.2K | 0.02% | 485 |
|
|
2024
Q2 | $283K | Buy |
1,221
+1
| +0.1% | +$232 | 0.02% | 516 |
|
|
2024
Q1 | $278K | Buy |
1,220
+9
| +0.7% | +$1.87K | 0.02% | 519 |
|
|
2023
Q4 | $227K | Buy |
1,211
+102
| +9% | +$16.4K | 0.02% | 561 |
|
|
2023
Q3 | $165K | Sell |
1,109
-38
| -3% | -$6.22K | 0.01% | 610 |
|
|
2023
Q2 | $200K | Sell |
1,147
-6,038
| -84% | -$974K | 0.02% | 582 |
|
|
2023
Q1 | $1.19M | Sell |
7,185
-469
| -6% | -$77.8K | 0.09% | 232 |
|
|
2022
Q4 | $1.13M | Buy |
7,654
+5,957
| +351% | +$883K | 0.11% | 214 |
|
|
2022
Q3 | $229K | Sell |
1,697
-4,620
| -73% | -$699K | 0.02% | 573 |
|
|
2022
Q2 | $876K | Buy |
6,317
+174
| +3% | +$28.7K | 0.09% | 261 |
|
|
2022
Q1 | $1.15M | Buy |
6,143
+4,875
| +384% | +$880K | 0.09% | 265 |
|
|
2021
Q4 | $207K | Buy |
1,268
+163
| +15% | +$27.8K | 0.02% | 668 |
|
|
2021
Q3 | $185K | Sell |
1,105
-44
| -4% | -$7.36K | 0.02% | 677 |
|
|
2021
Q2 | $190K | Buy |
1,149
+135
| +13% | +$21.1K | 0.02% | 685 |
|
|
2021
Q1 | $143K | Buy |
1,014
+2
| +0.2% | +$264 | 0.01% | 684 |
|
|
2020
Q4 | $122K | Sell |
1,012
-195
| -16% | -$21.6K | 0.01% | 692 |
|
|
2020
Q3 | $121K | Sell |
1,207
-293
| -20% | -$28.8K | 0.02% | 569 |
|
|
2020
Q2 | $143K | Sell |
1,500
-49
| -3% | -$4.51K | 0.02% | 506 |
|
|
2020
Q1 | $133K | Buy |
1,549
+305
| +25% | +$35.5K | 0.03% | 426 |
|
|
2019
Q4 | $155K | Buy |
+1,244
| New | +$149K | 0.02% | 508 |
|
|
2019
Q3 | – | Sell |
-1,523
| Closed | -$188K | – | 457 |
|
|
2019
Q2 | $188K | Buy |
1,523
+1,397
| +1,109% | +$164K | 0.03% | 439 |
|
|
2019
Q1 | $1.15K | Buy |
+126
| New | +$13.2K | 0.01% | 522 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | -$161 | – | 472 |
|
|
2018
Q3 | $161 | Sell |
2
-9,725
| -100% | -$1.01M | 0.03% | 417 |
|
|
2018
Q2 | $953K | Buy |
9,727
+2,661
| +38% | +$261K | 0.13% | 176 |
|
|
2018
Q1 | $659K | Buy |
+7,066
| New | +$684K | 0.15% | 163 |
|
Other funds holding AXP
VCM
VPM
Centaurus Financial's AXP Position: Q1 2026 in Review
Centaurus Financial reduced its American Express (AXP) stake by 3.1% in Q1 2026, selling an estimated $18.1K and leaving 1,661 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #528.
Centaurus Financial first reported a position in AXP in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Centaurus Financial held 1,661 shares of American Express worth $502K as of Q1 2026.
- Centaurus Financial sold 54 American Express shares in Q1 2026, an estimated $18.1K.
- American Express made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #528 holding.
- Centaurus Financial first reported a position in American Express in Q1 2018 and has held it in 31 quarters since.
- Centaurus Financial's American Express position peaked at $1.19M in Q1 2023.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.