Global Retirement Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.99M | Buy |
16,183
+4,181
| +35% | +$1.5M | 0.11% | 181 |
|
|
2025
Q3 | $3.99M | Buy |
12,002
+1,029
| +9% | +$327K | 0.09% | 207 |
|
|
2025
Q2 | $3.5M | Buy |
+10,973
| New | +$3.09M | 0.09% | 206 |
|
|
2024
Q4 | $3.8M | Buy |
12,794
+1,036
| +9% | +$298K | 0.11% | 186 |
|
|
2024
Q3 | $3.19M | Buy |
11,758
+4,632
| +65% | +$1.15M | 0.1% | 197 |
|
|
2024
Q2 | $1.65M | Buy |
7,126
+355
| +5% | +$82.2K | 0.05% | 303 |
|
|
2024
Q1 | $1.54M | Buy |
6,771
+288
| +4% | +$59.7K | 0.06% | 282 |
|
|
2023
Q4 | $1.17M | Buy |
6,483
+274
| +4% | +$44.1K | 0.05% | 309 |
|
|
2023
Q3 | $910K | Sell |
6,209
-8
| -0.1% | -$1.31K | 0.05% | 325 |
|
|
2023
Q2 | $1.08M | Sell |
6,217
-347
| -5% | -$56K | 0.05% | 304 |
|
|
2023
Q1 | $999K | Buy |
6,564
+1,293
| +25% | +$214K | 0.05% | 307 |
|
|
2022
Q4 | $779K | Buy |
5,271
+153
| +3% | +$22.7K | 0.05% | 296 |
|
|
2022
Q3 | $760K | Sell |
5,118
-2
| -0% | -$303 | 0.06% | 292 |
|
|
2022
Q2 | $710K | Sell |
5,120
-58
| -1% | -$9.58K | 0.06% | 302 |
|
|
2022
Q1 | $806K | Sell |
5,178
-123
| -2% | -$22.2K | 0.06% | 284 |
|
|
2021
Q4 | $867K | Buy |
5,301
+155
| +3% | +$26.4K | 0.67% | 26 |
|
|
2021
Q3 | $862K | Sell |
5,146
-1,872
| -27% | -$313K | 0.09% | 207 |
|
|
2021
Q2 | $1.16M | Sell |
7,018
-288
| -4% | -$45.1K | 0.12% | 171 |
|
|
2021
Q1 | $1.03M | Buy |
7,306
+37
| +0.5% | +$4.89K | 0.12% | 158 |
|
|
2020
Q4 | $879K | Buy |
7,269
+198
| +3% | +$21.9K | 0.11% | 172 |
|
|
2020
Q3 | $709K | Sell |
7,071
-468
| -6% | -$46K | 0.1% | 188 |
|
|
2020
Q2 | $718K | Buy |
7,539
+523
| +7% | +$48.2K | 0.11% | 178 |
|
|
2020
Q1 | $601K | Sell |
7,016
-667
| -9% | -$77.6K | 0.11% | 170 |
|
|
2019
Q4 | $956K | Sell |
7,683
-211
| -3% | -$25.2K | 0.15% | 150 |
|
|
2019
Q3 | $934K | Buy |
7,894
+49
| +0.6% | +$6.01K | 0.15% | 147 |
|
|
2019
Q2 | $968K | Buy |
7,845
+56
| +0.7% | +$6.58K | 0.19% | 113 |
|
|
2019
Q1 | $851K | Buy |
7,789
+401
| +5% | +$42.1K | 0.21% | 95 |
|
|
2018
Q4 | $704K | Buy |
7,388
+461
| +7% | +$48.2K | 0.18% | 110 |
|
|
2018
Q3 | $738K | Sell |
6,927
-169
| -2% | -$17.6K | 0.17% | 121 |
|
|
2018
Q2 | $695K | Sell |
7,096
-29
| -0.4% | -$2.85K | 0.18% | 119 |
|
|
2018
Q1 | $665K | Buy |
7,125
+300
| +4% | +$29.1K | 0.18% | 115 |
|
|
2017
Q4 | $678K | Buy |
6,825
+3,679
| +117% | +$350K | 0.19% | 107 |
|
|
2017
Q3 | $285K | Buy |
3,146
+1
| +0% | +$86 | 0.12% | 175 |
|
|
2017
Q2 | $265K | Buy |
3,145
+852
| +37% | +$67.4K | 0.12% | 163 |
|
|
2017
Q1 | $181K | Sell |
2,293
-54
| -2% | -$4.22K | 0.1% | 190 |
|
|
2016
Q4 | $174K | Buy |
+2,347
| New | +$162K | 0.12% | 166 |
|
Other funds holding AXP
Global Retirement Partners's AXP Position: Q4 2025 in Review
Global Retirement Partners increased its American Express (AXP) stake by 35% in Q4 2025, buying an estimated $1.5M and bringing the position to 16,183 shares worth $5.99M. The position accounts for 0.11% of the portfolio, ranked #181.
Global Retirement Partners first reported a position in AXP in Q4 2016 and has held it in 36 quarters since. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.
- Global Retirement Partners held 16,183 shares of American Express worth $5.99M as of Q4 2025.
- Global Retirement Partners bought 4,181 American Express shares in Q4 2025, an estimated $1.5M.
- American Express made up 0.11% of Global Retirement Partners's portfolio in Q4 2025, its #181 holding.
- Global Retirement Partners first reported a position in American Express in Q4 2016 and has held it in 36 quarters since.
- 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.