David J. Yvars Group’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
$222K Buy
+655
New +$210K 0.1% 94
2026
Q1
Sell
-655
Closed -$242K 93
2025
Q4
$242K Sell
655
-120
-15% -$42.9K 0.13% 77
2025
Q3
$257K Sell
775
-495
-39% -$157K 0.14% 75
2025
Q2
$405K Buy
1,270
+495
+64% +$139K 0.24% 48
2025
Q1
$209K Hold
775
0.16% 61
2024
Q4
$230K Buy
+775
New +$223K 0.14% 67

Other funds holding AXP

David J. Yvars Group's AXP Position: Q2 2026 in Review

David J. Yvars Group opened a new position in American Express (AXP) in Q2 2026: 655 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in AXP as recently as Q4 2025.

David J. Yvars Group first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $405K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • David J. Yvars Group held 655 shares of American Express worth $222K as of Q2 2026.
  • American Express was a new David J. Yvars Group position in Q2 2026.
  • American Express made up 0.1% of David J. Yvars Group's portfolio in Q2 2026, its #94 holding.
  • David J. Yvars Group first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • David J. Yvars Group's American Express position peaked at $405K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.