Great Valley Advisor Group’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 | $1.68M | Sell |
4,978
-364
| -7% | -$117K | 0.03% | 442 |
|
|
2026
Q1 | $1.62M | Buy |
5,342
+670
| +14% | +$225K | 0.03% | 422 |
|
|
2025
Q4 | $1.73M | Buy |
4,672
+1,352
| +41% | +$484K | 0.03% | 375 |
|
|
2025
Q3 | $1.1M | Buy |
3,320
+173
| +5% | +$55K | 0.02% | 457 |
|
|
2025
Q2 | $1M | Sell |
3,147
-185
| -6% | -$52.1K | 0.02% | 461 |
|
|
2025
Q1 | $896K | Buy |
3,332
+294
| +10% | +$86.9K | 0.02% | 468 |
|
|
2024
Q4 | $902K | Buy |
3,038
+35
| +1% | +$10.1K | 0.02% | 467 |
|
|
2024
Q3 | $815K | Buy |
3,003
+194
| +7% | +$48.3K | 0.02% | 463 |
|
|
2024
Q2 | $650K | Sell |
2,809
-155
| -5% | -$35.9K | 0.02% | 470 |
|
|
2024
Q1 | $674K | Sell |
2,964
-319
| -10% | -$66.1K | 0.02% | 433 |
|
|
2023
Q4 | $615K | Sell |
3,283
-225
| -6% | -$36.2K | 0.02% | 417 |
|
|
2023
Q3 | $523K | Buy |
3,508
+13
| +0.4% | +$2.13K | 0.02% | 427 |
|
|
2023
Q2 | $609K | Sell |
3,495
-884
| -20% | -$143K | 0.03% | 403 |
|
|
2023
Q1 | $723K | Sell |
4,379
-64
| -1% | -$10.6K | 0.03% | 365 |
|
|
2022
Q4 | $656K | Buy |
4,443
+1,401
| +46% | +$208K | 0.03% | 390 |
|
|
2022
Q3 | $410K | Buy |
3,042
+6
| +0.2% | +$908 | 0.02% | 464 |
|
|
2022
Q2 | $421K | Buy |
3,036
+1,032
| +51% | +$170K | 0.02% | 466 |
|
|
2022
Q1 | $366K | Sell |
2,004
-15
| -0.7% | -$2.71K | 0.02% | 457 |
|
|
2021
Q4 | $331K | Sell |
2,019
-30
| -1% | -$5.12K | 0.02% | 470 |
|
|
2021
Q3 | $343K | Sell |
2,049
-271
| -12% | -$45.3K | 0.02% | 431 |
|
|
2021
Q2 | $375K | Buy |
2,320
+3
| +0.1% | +$470 | 0.03% | 405 |
|
|
2021
Q1 | $328K | Sell |
2,317
-205
| -8% | -$27.1K | 0.03% | 387 |
|
|
2020
Q4 | $305K | Sell |
2,522
-16
| -0.6% | -$1.77K | 0.03% | 368 |
|
|
2020
Q3 | $254K | Buy |
2,538
+393
| +18% | +$38.7K | 0.03% | 358 |
|
|
2020
Q2 | $204K | Buy |
+2,145
| New | +$197K | 0.03% | 381 |
|
|
2020
Q1 | – | Sell |
-1,671
| Closed | -$208K | – | 314 |
|
|
2019
Q4 | $208K | Sell |
1,671
-408
| -20% | -$48.8K | 0.05% | 340 |
|
|
2019
Q3 | $246K | Hold |
2,079
| – | – | 0.06% | 295 |
|
|
2019
Q2 | $257K | Sell |
2,079
-207
| -9% | -$24.3K | 0.06% | 276 |
|
|
2019
Q1 | $250K | Hold |
2,286
| – | – | 0.08% | 254 |
|
|
2018
Q4 | $218K | Buy |
+2,286
| New | +$239K | 0.08% | 213 |
|
Other funds holding AXP
Great Valley Advisor Group's AXP Position: Q2 2026 in Review
Great Valley Advisor Group reduced its American Express (AXP) stake by 6.8% in Q2 2026, selling an estimated $117K and leaving 4,978 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #442.
Great Valley Advisor Group first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.73M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Great Valley Advisor Group held 4,978 shares of American Express worth $1.68M as of Q2 2026.
- Great Valley Advisor Group sold 364 American Express shares in Q2 2026, an estimated $117K.
- American Express made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #442 holding.
- Great Valley Advisor Group first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
- Great Valley Advisor Group's American Express position peaked at $1.73M in Q4 2025.
- 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.