Centerpoint Advisors’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 | $1.27M | Hold |
3,751
| – | – | 0.36% | 30 |
|
|
2026
Q1 | $1.14M | Sell |
3,751
-120
| -3% | -$40.2K | 0.37% | 32 |
|
|
2025
Q4 | $1.43M | Hold |
3,871
| – | – | 0.44% | 27 |
|
|
2025
Q3 | $1.29M | Buy |
3,871
+30
| +0.8% | +$9.54K | 0.4% | 30 |
|
|
2025
Q2 | $1.23M | Hold |
3,841
| – | – | 0.42% | 30 |
|
|
2025
Q1 | $1.03M | Sell |
3,841
-10
| -0.3% | -$2.96K | 0.38% | 34 |
|
|
2024
Q4 | $1.14M | Sell |
3,851
-119
| -3% | -$34.2K | 0.4% | 33 |
|
|
2024
Q3 | $1.08M | Hold |
3,970
| – | – | 0.37% | 35 |
|
|
2024
Q2 | $919K | Sell |
3,970
-17
| -0.4% | -$3.94K | 0.33% | 36 |
|
|
2024
Q1 | $908K | Buy |
3,987
+75
| +2% | +$15.6K | 0.34% | 36 |
|
|
2023
Q4 | $733K | Sell |
3,912
-81
| -2% | -$13K | 0.29% | 41 |
|
|
2023
Q3 | $596K | Hold |
3,993
| – | – | 0.25% | 45 |
|
|
2023
Q2 | $696K | Hold |
3,993
| – | – | 0.28% | 45 |
|
|
2023
Q1 | $659K | Hold |
3,993
| – | – | 0.29% | 44 |
|
|
2022
Q4 | $590K | Hold |
3,993
| – | – | 0.28% | 43 |
|
|
2022
Q3 | $539K | Sell |
3,993
-76
| -2% | -$11.5K | 0.29% | 39 |
|
|
2022
Q2 | $564K | Buy |
4,069
+10
| +0.2% | +$1.65K | 0.29% | 40 |
|
|
2022
Q1 | $759K | Sell |
4,059
-20
| -0.5% | -$3.61K | 0.35% | 32 |
|
|
2021
Q4 | $667K | Hold |
4,079
| – | – | 0.29% | 39 |
|
|
2021
Q3 | $683K | Buy |
4,079
+22
| +0.5% | +$3.68K | 0.33% | 36 |
|
|
2021
Q2 | $670K | Buy |
4,057
+2,039
| +101% | +$319K | 0.32% | 35 |
|
|
2021
Q1 | $285K | Hold |
2,018
| – | – | 0.17% | 40 |
|
|
2020
Q4 | $244K | Hold |
2,018
| – | – | 0.16% | 43 |
|
|
2020
Q3 | $202K | Sell |
2,018
-83
| -4% | -$8.16K | 0.15% | 45 |
|
|
2020
Q2 | $200K | Buy |
2,101
+58
| +3% | +$5.34K | 0.16% | 42 |
|
|
2020
Q1 | $175K | Sell |
2,043
-375
| -16% | -$43.6K | 0.17% | 35 |
|
|
2019
Q4 | $301K | Sell |
2,418
-123
| -5% | -$14.7K | 0.22% | 36 |
|
|
2019
Q3 | $301K | Hold |
2,541
| – | – | 0.24% | 34 |
|
|
2019
Q2 | $314K | Buy |
2,541
+36
| +1% | +$4.23K | 0.25% | 35 |
|
|
2019
Q1 | $274K | Hold |
2,505
| – | – | 0.23% | 36 |
|
|
2018
Q4 | $239K | Hold |
2,505
| – | – | 0.23% | 36 |
|
|
2018
Q3 | $267K | Hold |
2,505
| – | – | 0.21% | 38 |
|
|
2018
Q2 | $245K | Hold |
2,505
| – | – | 0.21% | 38 |
|
|
2018
Q1 | $234K | Buy |
2,505
+210
| +9% | +$20.3K | 0.2% | 37 |
|
|
2017
Q4 | $228K | Buy |
+2,295
| New | +$219K | 0.2% | 29 |
|
Other funds holding AXP
Centerpoint Advisors's AXP Position: Q2 2026 in Review
Centerpoint Advisors held its American Express (AXP) position steady in Q2 2026 at 3,751 shares worth $1.27M. The position accounts for 0.36% of the portfolio, ranked #30.
Centerpoint Advisors first reported a position in AXP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Centerpoint Advisors held 3,751 shares of American Express worth $1.27M as of Q2 2026.
- Centerpoint Advisors left its American Express share count unchanged in Q2 2026.
- American Express made up 0.36% of Centerpoint Advisors's portfolio in Q2 2026, its #30 holding.
- Centerpoint Advisors first reported a position in American Express in Q4 2017 and has held it in 35 quarters since.
- Centerpoint Advisors's American Express position peaked at $1.43M in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.