Global Wealth Management Investment 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 | $5.45M | Buy |
16,125
+893
| +6% | +$286K | 0.78% | 42 |
|
|
2026
Q1 | $4.61M | Buy |
15,232
+682
| +5% | +$229K | 0.72% | 52 |
|
|
2025
Q4 | $5.38M | Buy |
14,550
+298
| +2% | +$107K | 0.86% | 40 |
|
|
2025
Q3 | $4.73M | Buy |
14,252
+1,746
| +14% | +$555K | 0.79% | 42 |
|
|
2025
Q2 | $3.99M | Sell |
12,506
-124
| -1% | -$34.9K | 0.75% | 49 |
|
|
2025
Q1 | $3.4M | Buy |
12,630
+900
| +8% | +$266K | 0.68% | 52 |
|
|
2024
Q4 | $3.48M | Buy |
11,730
+566
| +5% | +$163K | 0.72% | 47 |
|
|
2024
Q3 | $3.03M | Sell |
11,164
-2,819
| -20% | -$702K | 0.65% | 52 |
|
|
2024
Q2 | $3.24M | Buy |
13,983
+504
| +4% | +$117K | 0.75% | 46 |
|
|
2024
Q1 | $3.07M | Buy |
13,479
+1,892
| +16% | +$392K | 0.75% | 48 |
|
|
2023
Q4 | $2.17M | Buy |
11,587
+609
| +6% | +$98K | 0.56% | 57 |
|
|
2023
Q3 | $1.64M | Buy |
10,978
+729
| +7% | +$119K | 0.46% | 66 |
|
|
2023
Q2 | $1.79M | Buy |
10,249
+1,228
| +14% | +$198K | 0.49% | 63 |
|
|
2023
Q1 | $1.49M | Buy |
9,021
+273
| +3% | +$45.3K | 0.45% | 66 |
|
|
2022
Q4 | $1.29M | Buy |
8,748
+313
| +4% | +$46.4K | 0.42% | 69 |
|
|
2022
Q3 | $1.14M | Buy |
8,435
+5,180
| +159% | +$784K | 0.41% | 73 |
|
|
2022
Q2 | $451K | Buy |
3,255
+75
| +2% | +$12.4K | 0.15% | 101 |
|
|
2022
Q1 | $595K | Sell |
3,180
-100
| -3% | -$18.1K | 0.18% | 99 |
|
|
2021
Q4 | $537K | Hold |
3,280
| – | – | 0.16% | 101 |
|
|
2021
Q3 | $549K | Sell |
3,280
-100
| -3% | -$16.7K | 0.17% | 98 |
|
|
2021
Q2 | $558K | Sell |
3,380
-73
| -2% | -$11.4K | 0.19% | 96 |
|
|
2021
Q1 | $488K | Buy |
3,453
+130
| +4% | +$17.2K | 0.18% | 95 |
|
|
2020
Q4 | $402K | Sell |
3,323
-123
| -4% | -$13.6K | 0.16% | 96 |
|
|
2020
Q3 | $345K | Sell |
3,446
-233
| -6% | -$22.9K | 0.15% | 94 |
|
|
2020
Q2 | $350K | Buy |
3,679
+1
| +0% | +$92 | 0.15% | 91 |
|
|
2020
Q1 | $315K | Buy |
3,678
+175
| +5% | +$20.4K | 0.16% | 90 |
|
|
2019
Q4 | $436K | Sell |
3,503
-180
| -5% | -$21.5K | 0.18% | 84 |
|
|
2019
Q3 | $436K | Sell |
3,683
-120
| -3% | -$14.7K | 0.2% | 82 |
|
|
2019
Q2 | $469K | Sell |
3,803
-109
| -3% | -$12.8K | 0.23% | 80 |
|
|
2019
Q1 | $428K | Sell |
3,912
-366
| -9% | -$38.5K | 0.22% | 86 |
|
|
2018
Q4 | $408K | Buy |
+4,278
| New | +$448K | 0.24% | 92 |
|
Other funds holding AXP
Global Wealth Management Investment Advisory's AXP Position: Q2 2026 in Review
Global Wealth Management Investment Advisory increased its American Express (AXP) stake by 5.9% in Q2 2026, buying an estimated $286K and bringing the position to 16,125 shares worth $5.45M. The position accounts for 0.78% of the portfolio, ranked #42.
Global Wealth Management Investment Advisory first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Global Wealth Management Investment Advisory held 16,125 shares of American Express worth $5.45M as of Q2 2026.
- Global Wealth Management Investment Advisory bought 893 American Express shares in Q2 2026, an estimated $286K.
- American Express made up 0.78% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #42 holding.
- Global Wealth Management Investment Advisory first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.