Empirical Finance’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
$6.88M Buy
20,353
+608
+3% +$195K 0.29% 67
2026
Q1
$5.97M Sell
19,745
-53
-0.3% -$17.8K 0.28% 77
2025
Q4
$7.32M Sell
19,798
-898
-4% -$321K 0.35% 54
2025
Q3
$6.87M Buy
20,696
+174
+0.8% +$55.3K 0.33% 57
2025
Q2
$6.55M Buy
20,522
+124
+0.6% +$34.9K 0.34% 57
2025
Q1
$5.49M Buy
20,398
+253
+1% +$74.8K 0.33% 61
2024
Q4
$5.98M Sell
20,145
-299
-1% -$85.9K 0.35% 55
2024
Q3
$5.54M Buy
20,444
+347
+2% +$86.4K 0.32% 65
2024
Q2
$4.65M Sell
20,097
-1,780
-8% -$412K 0.29% 72
2024
Q1
$4.98M Buy
21,877
+689
+3% +$143K 0.31% 69
2023
Q4
$3.97M Hold
21,188
0.28% 77
2023
Q3
$3.16M Buy
21,188
+1,809
+9% +$296K 0.23% 93
2023
Q2
$3.38M Buy
19,379
+2,007
+12% +$324K 0.26% 81
2023
Q1
$2.87M Buy
17,372
+666
+4% +$110K 0.27% 82
2022
Q4
$2.47M Buy
16,706
+1,161
+7% +$172K 0.26% 85
2022
Q3
$2.1M Buy
15,545
+2,464
+19% +$373K 0.25% 81
2022
Q2
$1.81M Buy
13,081
+668
+5% +$110K 0.23% 80
2022
Q1
$2.32M Buy
12,413
+2,406
+24% +$435K 0.26% 74
2021
Q4
$1.64M Buy
10,007
+1,677
+20% +$286K 0.19% 95
2021
Q3
$1.4M Buy
8,330
+453
+6% +$75.7K 0.21% 103
2021
Q2
$1.3M Buy
7,877
+1,094
+16% +$171K 0.21% 98
2021
Q1
$820K Hold
6,783
0.14% 155
2020
Q4
$820K Buy
6,783
+1,144
+20% +$127K 0.14% 155
2020
Q3
$565K Buy
5,639
+1,071
+23% +$105K 0.12% 158
2020
Q2
$435K Buy
4,568
+547
+14% +$50.4K 0.11% 154
2020
Q1
$344K Buy
4,021
+1,391
+53% +$162K 0.11% 150
2019
Q4
$327K Buy
2,630
+939
+56% +$112K 0.08% 166
2019
Q3
$200K Buy
1,691
+30
+2% +$3.68K 0.06% 158
2019
Q2
$205K Buy
+1,661
New +$195K 0.06% 152
2017
Q1
Sell
-468
Closed -$35K 134
2016
Q4
$35K Buy
+468
New +$32.4K 0.02% 130

Other funds holding AXP

Empirical Finance's AXP Position: Q2 2026 in Review

Empirical Finance increased its American Express (AXP) stake by 3.1% in Q2 2026, buying an estimated $195K and bringing the position to 20,353 shares worth $6.88M. The position accounts for 0.29% of the portfolio, ranked #67.

Empirical Finance first reported a position in AXP in Q4 2016 and has held it in 30 quarters since. The position peaked at $7.32M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Empirical Finance held 20,353 shares of American Express worth $6.88M as of Q2 2026.
  • Empirical Finance bought 608 American Express shares in Q2 2026, an estimated $195K.
  • American Express made up 0.29% of Empirical Finance's portfolio in Q2 2026, its #67 holding.
  • Empirical Finance first reported a position in American Express in Q4 2016 and has held it in 30 quarters since.
  • Empirical Finance's American Express position peaked at $7.32M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.