Empirical Wealth 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 | $5.24M | Buy |
15,479
+1,499
| +11% | +$480K | 0.08% | 154 |
|
|
2026
Q1 | $4.23M | Buy |
13,980
+31
| +0.2% | +$10.4K | 0.07% | 167 |
|
|
2025
Q4 | $5.16M | Sell |
13,949
-753
| -5% | -$269K | 0.09% | 141 |
|
|
2025
Q3 | $4.88M | Sell |
14,702
-2,742
| -16% | -$872K | 0.1% | 139 |
|
|
2025
Q2 | $5.56M | Buy |
17,444
+2,037
| +13% | +$573K | 0.13% | 124 |
|
|
2025
Q1 | $4.15M | Buy |
15,407
+7,391
| +92% | +$2.18M | 0.11% | 142 |
|
|
2024
Q4 | $2.38M | Sell |
8,016
-144
| -2% | -$41.4K | 0.06% | 173 |
|
|
2024
Q3 | $2.21M | Buy |
8,160
+127
| +2% | +$31.6K | 0.06% | 177 |
|
|
2024
Q2 | $1.86M | Buy |
8,033
+1,331
| +20% | +$308K | 0.06% | 190 |
|
|
2024
Q1 | $1.53M | Buy |
6,702
+2,423
| +57% | +$502K | 0.05% | 210 |
|
|
2023
Q4 | $802K | Buy |
4,279
+192
| +5% | +$30.9K | 0.03% | 260 |
|
|
2023
Q3 | $610K | Buy |
4,087
+1,112
| +37% | +$182K | 0.02% | 281 |
|
|
2023
Q2 | $518K | Buy |
2,975
+245
| +9% | +$39.5K | 0.02% | 300 |
|
|
2023
Q1 | $450K | Buy |
2,730
+408
| +18% | +$67.7K | 0.02% | 333 |
|
|
2022
Q4 | $343K | Sell |
2,322
-171
| -7% | -$25.3K | 0.02% | 362 |
|
|
2022
Q3 | $336K | Buy |
2,493
+104
| +4% | +$15.7K | 0.02% | 355 |
|
|
2022
Q2 | $331K | Buy |
2,389
+1,089
| +84% | +$180K | 0.02% | 363 |
|
|
2022
Q1 | $243K | Sell |
1,300
-180
| -12% | -$32.5K | 0.01% | 437 |
|
|
2021
Q4 | $242K | Sell |
1,480
-198
| -12% | -$33.8K | 0.01% | 455 |
|
|
2021
Q3 | $281K | Buy |
1,678
+309
| +23% | +$51.7K | 0.02% | 386 |
|
|
2021
Q2 | $226K | Buy |
+1,369
| New | +$214K | 0.01% | 408 |
|
|
2020
Q4 | – | Sell |
-4,344
| Closed | -$435K | – | 381 |
|
|
2020
Q3 | $435K | Buy |
4,344
+598
| +16% | +$58.8K | 0.04% | 235 |
|
|
2020
Q2 | $357K | Buy |
3,746
+498
| +15% | +$45.9K | 0.03% | 256 |
|
|
2020
Q1 | $278K | Buy |
3,248
+224
| +7% | +$26.1K | 0.03% | 257 |
|
|
2019
Q4 | $376K | Sell |
3,024
-300
| -9% | -$35.9K | 0.04% | 223 |
|
|
2019
Q3 | $393K | Sell |
3,324
-137
| -4% | -$16.8K | 0.05% | 201 |
|
|
2019
Q2 | $427K | Buy |
3,461
+244
| +8% | +$28.7K | 0.06% | 170 |
|
|
2019
Q1 | $352K | Buy |
+3,217
| New | +$338K | 0.05% | 172 |
|
|
2015
Q1 | – | Sell |
-2,421
| Closed | -$225K | – | 100 |
|
|
2014
Q4 | $225K | Buy |
+2,421
| New | +$217K | 0.06% | 96 |
|
Other funds holding AXP
Empirical Wealth Management's AXP Position: Q2 2026 in Review
Empirical Wealth Management increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $480K and bringing the position to 15,479 shares worth $5.24M. The position accounts for 0.08% of the portfolio, ranked #154.
Empirical Wealth Management first reported a position in AXP in Q4 2014 and has held it in 29 quarters since. The position peaked at $5.56M in Q2 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Empirical Wealth Management held 15,479 shares of American Express worth $5.24M as of Q2 2026.
- Empirical Wealth Management bought 1,499 American Express shares in Q2 2026, an estimated $480K.
- American Express made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #154 holding.
- Empirical Wealth Management first reported a position in American Express in Q4 2014 and has held it in 29 quarters since.
- Empirical Wealth Management's American Express position peaked at $5.56M in Q2 2025.
- 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.