Claro 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
$1.05M Buy
3,090
+1,052
+52% +$337K 0.11% 158
2026
Q1
$616K Buy
2,038
+870
+74% +$292K 0.07% 201
2025
Q4
$432K Buy
1,168
+12
+1% +$4.29K 0.06% 251
2025
Q3
$384K Sell
1,156
-55
-5% -$17.5K 0.06% 268
2025
Q2
$386K Sell
1,211
-1,367
-53% -$385K 0.06% 249
2025
Q1
$694K Buy
2,578
+485
+23% +$143K 0.09% 203
2024
Q4
$621K Sell
2,093
-116
-5% -$33.3K 0.08% 215
2024
Q3
$599K Buy
2,209
+165
+8% +$41.1K 0.08% 240
2024
Q2
$473K Buy
2,044
+527
+35% +$122K 0.07% 242
2024
Q1
$345K Buy
1,517
+161
+12% +$33.4K 0.06% 293
2023
Q4
$254K Buy
+1,356
New +$218K 0.06% 319
2023
Q3
Sell
-1,212
Closed -$211K 372
2023
Q2
$211K Buy
+1,212
New +$196K 0.05% 336
2019
Q1
Sell
-767
Closed -$82K 211
2018
Q4
$82K Buy
+767
New +$80.3K 0.07% 259

Other funds holding AXP

Claro Advisors's AXP Position: Q2 2026 in Review

Claro Advisors increased its American Express (AXP) stake by 52% in Q2 2026, buying an estimated $337K and bringing the position to 3,090 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #158.

Claro Advisors first reported a position in AXP in Q4 2018 and has held it in 13 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Claro Advisors held 3,090 shares of American Express worth $1.05M as of Q2 2026.
  • Claro Advisors bought 1,052 American Express shares in Q2 2026, an estimated $337K.
  • American Express made up 0.11% of Claro Advisors's portfolio in Q2 2026, its #158 holding.
  • Claro Advisors first reported a position in American Express in Q4 2018 and has held it in 13 quarters since.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.