Kovack Advisors’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 | $1.52M | Buy |
4,395
+344
| +8% | +$110K | 0.07% | 265 |
|
|
2026
Q1 | $1.22M | Sell |
4,051
-114
| -3% | -$38.2K | 0.07% | 303 |
|
|
2025
Q4 | $1.54M | Buy |
4,165
+648
| +18% | +$232K | 0.07% | 260 |
|
|
2025
Q3 | $1.17M | Sell |
3,517
-73
| -2% | -$23.2K | 0.11% | 177 |
|
|
2025
Q2 | $1.15M | Buy |
3,590
+122
| +4% | +$34.3K | 0.11% | 177 |
|
|
2025
Q1 | $933K | Buy |
3,468
+109
| +3% | +$32.2K | 0.1% | 185 |
|
|
2024
Q4 | $997K | Buy |
3,359
+38
| +1% | +$10.9K | 0.1% | 170 |
|
|
2024
Q3 | $901K | Buy |
3,321
+57
| +2% | +$14.2K | 0.1% | 175 |
|
|
2024
Q2 | $756K | Sell |
3,264
-87
| -3% | -$20.1K | 0.08% | 217 |
|
|
2024
Q1 | $763K | Buy |
3,351
+270
| +9% | +$56K | 0.09% | 182 |
|
|
2023
Q4 | $577K | Buy |
3,081
+40
| +1% | +$6.44K | 0.07% | 271 |
|
|
2023
Q3 | $454K | Sell |
3,041
-423
| -12% | -$69.2K | 0.06% | 278 |
|
|
2023
Q2 | $604K | Sell |
3,464
-115
| -3% | -$18.6K | 0.08% | 252 |
|
|
2023
Q1 | $590K | Sell |
3,579
-84
| -2% | -$13.9K | 0.08% | 256 |
|
|
2022
Q4 | $541K | Sell |
3,663
-447
| -11% | -$66.2K | 0.08% | 267 |
|
|
2022
Q3 | $554K | Sell |
4,110
-176
| -4% | -$26.6K | 0.08% | 261 |
|
|
2022
Q2 | $594K | Sell |
4,286
-192
| -4% | -$31.7K | 0.08% | 272 |
|
|
2022
Q1 | $837K | Buy |
4,478
+304
| +7% | +$54.9K | 0.09% | 257 |
|
|
2021
Q4 | $683K | Buy |
4,174
+350
| +9% | +$59.7K | 0.07% | 310 |
|
|
2021
Q3 | $641K | Sell |
3,824
-279
| -7% | -$46.6K | 0.07% | 313 |
|
|
2021
Q2 | $678K | Buy |
4,103
+283
| +7% | +$44.3K | 0.08% | 279 |
|
|
2021
Q1 | $540K | Buy |
3,820
+126
| +3% | +$16.6K | 0.07% | 295 |
|
|
2020
Q4 | $447K | Sell |
3,694
-158
| -4% | -$17.5K | 0.06% | 304 |
|
|
2020
Q3 | $386K | Sell |
3,852
-58
| -1% | -$5.71K | 0.07% | 280 |
|
|
2020
Q2 | $372K | Buy |
3,910
+453
| +13% | +$41.7K | 0.07% | 273 |
|
|
2020
Q1 | $296K | Sell |
3,457
-222
| -6% | -$25.8K | 0.07% | 291 |
|
|
2019
Q4 | $457K | Sell |
3,679
-124
| -3% | -$14.8K | 0.08% | 262 |
|
|
2019
Q3 | $450K | Buy |
3,803
+415
| +12% | +$50.9K | 0.09% | 250 |
|
|
2019
Q2 | $418K | Buy |
3,388
+70
| +2% | +$8.22K | 0.1% | 241 |
|
|
2019
Q1 | $363K | Buy |
3,318
+633
| +24% | +$66.5K | 0.09% | 252 |
|
|
2018
Q4 | $256K | Buy |
2,685
+154
| +6% | +$16.1K | 0.07% | 298 |
|
|
2018
Q3 | $270K | Buy |
+2,531
| New | +$263K | 0.07% | 316 |
|
|
2018
Q2 | – | Sell |
-2,960
| Closed | -$276K | – | 435 |
|
|
2018
Q1 | $276K | Sell |
2,960
-1,736
| -37% | -$168K | 0.07% | 339 |
|
|
2017
Q4 | $387K | Buy |
4,696
+1,434
| +44% | +$137K | 0.1% | 240 |
|
|
2017
Q3 | $295K | Sell |
3,262
-632
| -16% | -$54.3K | 0.1% | 251 |
|
|
2017
Q2 | $328K | Buy |
+3,894
| New | +$308K | 0.1% | 224 |
|
|
2016
Q2 | – | Sell |
-4,056
| Closed | -$249K | – | 268 |
|
|
2016
Q1 | $249K | Sell |
4,056
-270
| -6% | -$15.7K | 0.16% | 168 |
|
|
2015
Q4 | $301K | Sell |
4,326
-3,764
| -47% | -$274K | 0.2% | 138 |
|
|
2015
Q3 | $600K | Buy |
8,090
+4,856
| +150% | +$374K | 0.42% | 61 |
|
|
2015
Q2 | $251K | Buy |
+3,234
| New | +$257K | 0.18% | 154 |
|
Other funds holding AXP
Kovack Advisors's AXP Position: Q2 2026 in Review
Kovack Advisors increased its American Express (AXP) stake by 8.5% in Q2 2026, buying an estimated $110K and bringing the position to 4,395 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #265.
Kovack Advisors first reported a position in AXP in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.54M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Kovack Advisors held 4,395 shares of American Express worth $1.52M as of Q2 2026.
- Kovack Advisors bought 344 American Express shares in Q2 2026, an estimated $110K.
- American Express made up 0.07% of Kovack Advisors's portfolio in Q2 2026, its #265 holding.
- Kovack Advisors first reported a position in American Express in Q2 2015 and has held it in 40 quarters since.
- Kovack Advisors's American Express position peaked at $1.54M in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.