Empirical 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
$789K Buy
2,333
+76
+3% +$24.3K 0.18% 148
2026
Q1
$683K Sell
2,257
-298
-12% -$99.9K 0.18% 157
2025
Q4
$229K Buy
+2,555
New +$914K 0.06% 301
2025
Q2
Sell
-3,010
Closed -$810K 318
2025
Q1
$810K Sell
3,010
-14,973
-83% -$4.43M 0.28% 100
2024
Q4
$1.03M Buy
17,983
+14,426
+406% +$4.14M 0.34% 82
2024
Q3
$965K Buy
+3,557
New +$886K 0.34% 79
2024
Q2
Sell
-2,019
Closed -$460K 352
2024
Q1
$460K Buy
+2,019
New +$419K 0.22% 121

Other funds holding AXP

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

Empirical Asset Management increased its American Express (AXP) stake by 3.4% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,333 shares worth $789K. The position accounts for 0.18% of the portfolio, ranked #148.

Empirical Asset Management first reported a position in AXP in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Empirical Asset Management held 2,333 shares of American Express worth $789K as of Q2 2026.
  • Empirical Asset Management bought 76 American Express shares in Q2 2026, an estimated $24.3K.
  • American Express made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #148 holding.
  • Empirical Asset Management first reported a position in American Express in Q1 2024 and has held it in 7 quarters since.
  • Empirical Asset Management's American Express position peaked at $1.03M in Q4 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.