Crewe 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 | $1.93M | Buy |
5,708
+45
| +0.8% | +$14.4K | 0.14% | 63 |
|
|
2026
Q1 | $1.71M | Buy |
5,663
+31
| +0.6% | +$10.4K | 0.15% | 67 |
|
|
2025
Q4 | $2.08M | Sell |
5,632
-2
| -0% | -$716 | 0.18% | 54 |
|
|
2025
Q3 | $1.87M | Buy |
5,634
+170
| +3% | +$54.1K | 0.18% | 58 |
|
|
2025
Q2 | $1.74M | Buy |
5,464
+7
| +0.1% | +$1.97K | 0.25% | 47 |
|
|
2025
Q1 | $1.47M | Sell |
5,457
-66
| -1% | -$19.5K | 0.21% | 47 |
|
|
2024
Q4 | $1.64M | Sell |
5,523
-5
| -0.1% | -$1.44K | 0.23% | 43 |
|
|
2024
Q3 | $1.5M | Sell |
5,528
-16
| -0.3% | -$3.98K | 0.17% | 47 |
|
|
2024
Q2 | $1.28M | Sell |
5,544
-51
| -0.9% | -$11.8K | 0.14% | 65 |
|
|
2024
Q1 | $1.27M | Buy |
+5,595
| New | +$1.16M | 0.15% | 59 |
|
|
2023
Q3 | – | Sell |
-5,417
| Closed | -$944K | – | 614 |
|
|
2023
Q2 | $944K | Sell |
5,417
-280
| -5% | -$45.2K | 0.13% | 53 |
|
|
2023
Q1 | $940K | Sell |
5,697
-20
| -0.3% | -$3.32K | 0.14% | 53 |
|
|
2022
Q4 | $845K | Buy |
5,717
+37
| +0.7% | +$5.48K | 0.13% | 55 |
|
|
2022
Q3 | $766K | Buy |
5,680
+57
| +1% | +$8.63K | 0.14% | 52 |
|
|
2022
Q2 | $779K | Buy |
5,623
+218
| +4% | +$36K | 0.17% | 40 |
|
|
2022
Q1 | $1.01M | Buy |
5,405
+4,429
| +454% | +$800K | 0.2% | 32 |
|
|
2021
Q4 | $160K | Buy |
976
+750
| +332% | +$128K | 0.03% | 103 |
|
|
2021
Q3 | $38K | Hold |
226
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $37K | Sell |
226
-19
| -8% | -$2.98K | 0.01% | 174 |
|
|
2021
Q1 | $35K | Hold |
245
| – | – | 0.01% | 170 |
|
|
2020
Q4 | $30K | Sell |
245
-31
| -11% | -$3.43K | 0.01% | 173 |
|
|
2020
Q3 | $28K | Buy |
276
+31
| +13% | +$3.05K | 0.01% | 162 |
|
|
2020
Q2 | $23K | Hold |
245
| – | – | 0.01% | 136 |
|
|
2020
Q1 | $21K | Sell |
245
-407
| -62% | -$47.4K | 0.01% | 125 |
|
|
2019
Q4 | $81K | Buy |
652
+407
| +166% | +$48.6K | 0.04% | 87 |
|
|
2019
Q3 | $29K | Buy |
245
+1
| +0.4% | +$123 | 0.01% | 144 |
|
|
2019
Q2 | $30K | Buy |
244
+1
| +0.4% | +$117 | 0.01% | 165 |
|
|
2019
Q1 | $27K | Buy |
243
+1
| +0.4% | +$105 | 0.01% | 145 |
|
|
2018
Q4 | $23K | Buy |
242
+1
| +0.4% | +$105 | 0.01% | 155 |
|
|
2018
Q3 | $26K | Buy |
+241
| New | +$25.1K | 0.02% | 162 |
|
Other funds holding AXP
Crewe Advisors's AXP Position: Q2 2026 in Review
Crewe Advisors increased its American Express (AXP) stake by 0.79% in Q2 2026, buying an estimated $14.4K and bringing the position to 5,708 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #63.
Crewe Advisors first reported a position in AXP in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.08M in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Crewe Advisors held 5,708 shares of American Express worth $1.93M as of Q2 2026.
- Crewe Advisors bought 45 American Express shares in Q2 2026, an estimated $14.4K.
- American Express made up 0.14% of Crewe Advisors's portfolio in Q2 2026, its #63 holding.
- Crewe Advisors first reported a position in American Express in Q3 2018 and has held it in 30 quarters since.
- Crewe Advisors's American Express position peaked at $2.08M in Q4 2025.
- 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.