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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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. 779 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.
779 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.