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Laurel Wealth Advisors (North Carolina)’s American Express AXP Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Sell
5,140
-238
-4% -$76.2K 0.17% 94
2026
Q1 		$1.7M Sell
5,378
-12
-0.2% -$4.02K 0.17% 92
2025
Q4 		$1.99M Sell
5,390
-77
-1% -$27.6K 0.26% 83
2025
Q3 		$1.82M Buy
5,467
+5
+0.1% +$1.59K 0.25% 89
2025
Q2 		$1.74M Sell
5,462
-34
-0.6% -$9.57K 0.26% 89
2025
Q1 		$1.48M Buy
5,496
+5
+0.1% +$1.48K 0.23% 90
2024
Q4 		$1.63M Sell
5,491
-30
-0.5% -$8.62K 0.25% 86
2024
Q3 		$1.5M Sell
5,521
-19
-0.3% -$4.73K 0.24% 91
2024
Q2 		$1.28M Sell
5,540
-120
-2% -$27.8K 0.22% 93
2024
Q1 		$1.29M Hold
5,660
– – 0.22% 97
2023
Q4 		$1.06M Buy
5,660
+2
+0% +$322 0.2% 99
2023
Q3 		$844K Sell
5,658
-294
-5% -$48.1K 0.18% 104
2023
Q2 		$1.04M Sell
5,952
-284
-5% -$45.8K 0.21% 94
2023
Q1 		$1.03M Buy
6,236
+465
+8% +$77.1K 0.22% 90
2022
Q4 		$853K Buy
5,771
+1
+0% +$148 0.19% 96
2022
Q3 		$778K Buy
5,770
+1
+0% +$151 0.19% 93
2022
Q2 		$800K Hold
5,769
– – 0.19% 93
2022
Q1 		$1.08M Sell
5,769
-135
-2% -$24.4K 0.23% 89
2021
Q4 		$966K Hold
5,904
– – 0.2% 95
2021
Q3 		$989K Sell
5,904
-80
-1% -$13.4K 0.22% 89
2021
Q2 		$989K Sell
5,984
-25
-0.4% -$3.92K 0.21% 92
2021
Q1 		$850K Sell
6,009
-125
-2% -$16.5K 0.21% 92
2020
Q4 		$742K Sell
6,134
-31
-0.5% -$3.43K 0.19% 94
2020
Q3 		$618K Hold
6,165
– – 0.18% 91
2020
Q2 		$587K Buy
6,165
+131
+2% +$12.1K 0.19% 89
2020
Q1 		$517K Buy
6,034
+131
+2% +$15.2K 0.19% 89
2019
Q4 		$735K Sell
5,903
-25
-0.4% -$2.99K 0.23% 82
2019
Q3 		$701K Buy
5,928
+5
+0.1% +$613 0.24% 85
2019
Q2 		$731K Sell
5,923
-143
-2% -$16.8K 0.26% 80
2019
Q1 		$663K Hold
6,066
– – 0.24% 85
2018
Q4 		$578K Buy
+6,066
New +$635K 0.23% 88

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laurel Wealth Advisors (North Carolina)'s AXP Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its American Express (AXP) stake by 4.4% in Q2 2026, selling an estimated $76.2K and leaving 5,140 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #94.

Laurel Wealth Advisors (North Carolina) first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.99M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 5,140 shares of American Express worth $1.74M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 238 American Express shares in Q2 2026, an estimated $76.2K.
  • American Express made up 0.17% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #94 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s American Express position peaked at $1.99M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.