Global Assets Advisory’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
$975K Buy
2,790
+308
+12% +$98.6K 0.21% 114
2026
Q1
$751K Buy
2,482
+619
+33% +$208K 0.21% 83
2025
Q4
$689K Buy
1,863
+41
+2% +$14.7K 0.2% 108
2025
Q3
$605K Buy
1,822
+257
+16% +$81.7K 0.18% 124
2025
Q2
$505K Sell
1,565
-966
-38% -$272K 0.2% 112
2025
Q1
$638K Buy
+2,531
New +$748K 0.12% 142
2024
Q2
Sell
-442
Closed -$101K 91
2024
Q1
$101K Buy
+442
New +$91.7K 0.06% 190

Other funds holding AXP

Global Assets Advisory's AXP Position: Q2 2026 in Review

Global Assets Advisory increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $98.6K and bringing the position to 2,790 shares worth $975K. The position accounts for 0.21% of the portfolio, ranked #114.

Global Assets Advisory first reported a position in AXP in Q1 2024 and has held it in 7 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Global Assets Advisory held 2,790 shares of American Express worth $975K as of Q2 2026.
  • Global Assets Advisory bought 308 American Express shares in Q2 2026, an estimated $98.6K.
  • American Express made up 0.21% of Global Assets Advisory's portfolio in Q2 2026, its #114 holding.
  • Global Assets Advisory first reported a position in American Express in Q1 2024 and has held it in 7 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.