Essex Financial 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
Q1 | $1.37M | Buy |
4,532
+193
| +4% | +$64.7K | 0.08% | 217 |
|
|
2025
Q4 | $1.61M | Buy |
4,339
+379
| +10% | +$136K | 0.09% | 198 |
|
|
2025
Q3 | $1.32M | Sell |
3,960
-401
| -9% | -$128K | 0.08% | 219 |
|
|
2025
Q2 | $1.39M | Buy |
4,361
+325
| +8% | +$91.5K | 0.09% | 196 |
|
|
2025
Q1 | $1.09M | Buy |
4,036
+8
| +0.2% | +$2.37K | 0.08% | 215 |
|
|
2024
Q4 | $1.2M | Buy |
4,028
+124
| +3% | +$35.6K | 0.08% | 203 |
|
|
2024
Q3 | $1.06M | Sell |
3,904
-924
| -19% | -$230K | 0.08% | 227 |
|
|
2024
Q2 | $1.13M | Buy |
4,828
+659
| +16% | +$153K | 0.08% | 213 |
|
|
2024
Q1 | $949K | Buy |
4,169
+249
| +6% | +$51.6K | 0.09% | 217 |
|
|
2023
Q4 | $735K | Buy |
3,920
+104
| +3% | +$16.7K | 0.08% | 239 |
|
|
2023
Q3 | $569K | Buy |
3,816
+28
| +0.7% | +$4.58K | 0.07% | 256 |
|
|
2023
Q2 | $660K | Sell |
3,788
-4,015
| -51% | -$648K | 0.08% | 236 |
|
|
2023
Q1 | $1.29M | Buy |
7,803
+328
| +4% | +$54.4K | 0.14% | 155 |
|
|
2022
Q4 | $1.1M | Buy |
7,475
+162
| +2% | +$24K | 0.12% | 166 |
|
|
2022
Q3 | $987K | Sell |
7,313
-482
| -6% | -$73K | 0.12% | 165 |
|
|
2022
Q2 | $1.08M | Buy |
7,795
+621
| +9% | +$103K | 0.12% | 169 |
|
|
2022
Q1 | $1.34M | Sell |
7,174
-2,930
| -29% | -$529K | 0.13% | 165 |
|
|
2021
Q4 | $1.65M | Buy |
10,104
+42
| +0.4% | +$7.16K | 0.16% | 133 |
|
|
2021
Q3 | $1.69M | Buy |
10,062
+6,499
| +182% | +$1.09M | 0.19% | 124 |
|
|
2021
Q2 | $504K | Hold |
3,563
| – | – | 0.07% | 235 |
|
|
2021
Q1 | $504K | Buy |
3,563
+100
| +3% | +$13.2K | 0.09% | 194 |
|
|
2020
Q4 | $419K | Sell |
3,463
-26
| -0.7% | -$2.88K | 0.08% | 206 |
|
|
2020
Q3 | $349K | Buy |
3,489
+324
| +10% | +$31.9K | 0.09% | 207 |
|
|
2020
Q2 | $301K | Sell |
3,165
-23
| -0.7% | -$2.12K | 0.09% | 190 |
|
|
2020
Q1 | $273K | Sell |
3,188
-2,070
| -39% | -$241K | 0.1% | 189 |
|
|
2019
Q4 | $655K | Sell |
5,258
-102
| -2% | -$12.2K | 0.18% | 124 |
|
|
2019
Q3 | $634K | Buy |
5,360
+21
| +0.4% | +$2.58K | 0.2% | 114 |
|
|
2019
Q2 | $659K | Sell |
5,339
-1,164
| -18% | -$137K | 0.19% | 108 |
|
|
2019
Q1 | $711K | Sell |
6,503
-481
| -7% | -$50.5K | 0.21% | 97 |
|
|
2018
Q4 | $666K | Sell |
6,984
-1,612
| -19% | -$169K | 0.2% | 105 |
|
|
2018
Q3 | $915K | Buy |
8,596
+376
| +5% | +$39.1K | 0.2% | 103 |
|
|
2018
Q2 | $806K | Sell |
8,220
-628
| -7% | -$61.7K | 0.19% | 107 |
|
|
2018
Q1 | $825K | Buy |
8,848
+578
| +7% | +$56K | 0.16% | 137 |
|
|
2017
Q4 | $821K | Sell |
8,270
-910
| -10% | -$86.7K | 0.2% | 106 |
|
|
2017
Q3 | $830K | Sell |
9,180
-155
| -2% | -$13.3K | 0.2% | 100 |
|
|
2017
Q2 | $786K | Buy |
9,335
+3,022
| +48% | +$239K | 0.17% | 135 |
|
|
2017
Q1 | $499K | Sell |
6,313
-1,290
| -17% | -$101K | 0.11% | 176 |
|
|
2016
Q4 | $563K | Sell |
7,603
-21
| -0.3% | -$1.45K | 0.12% | 160 |
|
|
2016
Q3 | $488K | Sell |
7,624
-1,151
| -13% | -$73.9K | 0.12% | 169 |
|
|
2016
Q2 | $533K | Buy |
8,775
+158
| +2% | +$10K | 0.13% | 154 |
|
|
2016
Q1 | $529K | Sell |
8,617
-1,755
| -17% | -$102K | 0.13% | 160 |
|
|
2015
Q4 | $721K | Sell |
10,372
-1,472
| -12% | -$107K | 0.17% | 133 |
|
|
2015
Q3 | $878K | Sell |
11,844
-968
| -8% | -$74.5K | 0.23% | 106 |
|
|
2015
Q2 | $996K | Sell |
12,812
-1,472
| -10% | -$117K | 0.26% | 99 |
|
|
2015
Q1 | $1.12M | Sell |
14,284
-1,323
| -8% | -$110K | 0.29% | 91 |
|
|
2014
Q4 | $1.45M | Buy |
15,607
+1,304
| +9% | +$117K | 0.38% | 69 |
|
|
2014
Q3 | $1.25M | Buy |
14,303
+101
| +0.7% | +$9.09K | 0.37% | 67 |
|
|
2014
Q2 | $1.35M | Sell |
14,202
-25
| -0.2% | -$2.25K | 0.4% | 61 |
|
|
2014
Q1 | $1.28M | Buy |
14,227
+441
| +3% | +$39.4K | 0.42% | 59 |
|
|
2013
Q4 | $1.25M | Sell |
13,786
-1,462
| -10% | -$120K | 0.42% | 59 |
|
|
2013
Q3 | $1.15K | Sell |
15,248
-172
| -1% | -$12.9K | 0.36% | 55 |
|
|
2013
Q2 | $1.15M | Buy |
+15,420
| New | +$1.1M | 0.4% | 56 |
|
Other funds holding AXP
VCM
VPM
Essex Financial Services's AXP Position: Q1 2026 in Review
Essex Financial Services increased its American Express (AXP) stake by 4.4% in Q1 2026, buying an estimated $64.7K and bringing the position to 4,532 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #217.
Essex Financial Services first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.69M in Q3 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Essex Financial Services held 4,532 shares of American Express worth $1.37M as of Q1 2026.
- Essex Financial Services bought 193 American Express shares in Q1 2026, an estimated $64.7K.
- American Express made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #217 holding.
- Essex Financial Services first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's American Express position peaked at $1.69M in Q3 2021.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.