Clark Asset Management’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
$347K Sell
1,027
-15
-1% -$4.8K 0.03% 193
2026
Q1
$315K Buy
1,042
+60
+6% +$20.1K 0.03% 177
2025
Q4
$363K Hold
982
0.04% 151
2025
Q3
$326K Buy
982
+330
+51% +$105K 0.04% 147
2025
Q2
$208K Buy
+652
New +$184K 0.03% 189

Other funds holding AXP

Clark Asset Management's AXP Position: Q2 2026 in Review

Clark Asset Management reduced its American Express (AXP) stake by 1.4% in Q2 2026, selling an estimated $4.8K and leaving 1,027 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #193.

Clark Asset Management first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Clark Asset Management held 1,027 shares of American Express worth $347K as of Q2 2026.
  • Clark Asset Management sold 15 American Express shares in Q2 2026, an estimated $4.8K.
  • American Express made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #193 holding.
  • Clark Asset Management first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Clark Asset Management's American Express position peaked at $363K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.