Diversify Advisory Services’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
$7.58M Buy
+22,596
New +$7.23M 0.13% 171
2026
Q1
Sell
-10,937
Closed -$3.99M 262
2025
Q4
$3.99M Sell
10,937
-81
-0.7% -$29K 0.13% 130
2025
Q3
$3.98M Buy
11,018
+1,017
+10% +$323K 0.13% 121
2025
Q2
$3.03M Buy
10,001
+5,171
+107% +$1.46M 0.12% 130
2025
Q1
$1.29M Buy
4,830
+617
+15% +$182K 0.08% 175
2024
Q4
$1.24M Sell
4,213
-1,290
-23% -$371K 0.07% 199
2024
Q3
$1.5M Buy
5,503
+28
+0.5% +$6.97K 0.08% 197
2024
Q2
$1.3M Sell
5,475
-1,852
-25% -$429K 0.07% 200
2024
Q1
$1.67M Buy
+7,327
New +$1.52M 0.1% 173

Other funds holding AXP

Diversify Advisory Services's AXP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in American Express (AXP) in Q2 2026: 22,596 shares worth $7.58M. The stake represents 0.13% of the portfolio and ranks #171 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AXP as recently as Q4 2025.

Diversify Advisory Services first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Diversify Advisory Services held 22,596 shares of American Express worth $7.58M as of Q2 2026.
  • American Express was a new Diversify Advisory Services position in Q2 2026.
  • American Express made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #171 holding.
  • Diversify Advisory Services first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.