Mutual 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
Q1 | $2.34M | Buy |
7,728
+18
| +0.2% | +$6.04K | 0.05% | 346 |
|
|
2025
Q4 | $2.85M | Buy |
7,710
+360
| +5% | +$129K | 0.06% | 282 |
|
|
2025
Q3 | $2.61M | Sell |
7,350
-59
| -0.8% | -$18.8K | 0.06% | 297 |
|
|
2025
Q2 | $2.31M | Buy |
7,409
+804
| +12% | +$226K | 0.06% | 284 |
|
|
2025
Q1 | $1.75M | Sell |
6,605
-1,654
| -20% | -$489K | 0.05% | 314 |
|
|
2024
Q4 | $2.57M | Buy |
8,259
+410
| +5% | +$118K | 0.07% | 229 |
|
|
2024
Q3 | $2.12M | Buy |
7,849
+794
| +11% | +$198K | 0.06% | 267 |
|
|
2024
Q2 | $1.75M | Buy |
7,055
+60
| +0.9% | +$13.9K | 0.05% | 305 |
|
|
2024
Q1 | $1.59M | Buy |
6,995
+949
| +16% | +$197K | 0.05% | 330 |
|
|
2023
Q4 | $1.13M | Sell |
6,046
-921
| -13% | -$148K | 0.04% | 417 |
|
|
2023
Q3 | $1.04M | Buy |
6,967
+558
| +9% | +$91.3K | 0.04% | 410 |
|
|
2023
Q2 | $1.12M | Buy |
6,409
+296
| +5% | +$47.8K | 0.04% | 403 |
|
|
2023
Q1 | $1.01M | Buy |
6,113
+446
| +8% | +$74K | 0.04% | 422 |
|
|
2022
Q4 | $837K | Sell |
5,667
-1,234
| -18% | -$183K | 0.04% | 461 |
|
|
2022
Q3 | $931K | Buy |
6,901
+720
| +12% | +$109K | 0.05% | 383 |
|
|
2022
Q2 | $857K | Sell |
6,181
-1,138
| -16% | -$188K | 0.06% | 380 |
|
|
2022
Q1 | $1.37M | Sell |
7,319
-174
| -2% | -$31.4K | 0.08% | 283 |
|
|
2021
Q4 | $1.23M | Buy |
7,493
+242
| +3% | +$41.3K | 0.06% | 335 |
|
|
2021
Q3 | $1.22M | Sell |
7,251
-17
| -0.2% | -$2.84K | 0.07% | 316 |
|
|
2021
Q2 | $1.2M | Buy |
7,268
+125
| +2% | +$19.6K | 0.07% | 321 |
|
|
2021
Q1 | $1.01M | Sell |
7,143
-1,860
| -21% | -$246K | 0.07% | 322 |
|
|
2020
Q4 | $1.09M | Buy |
9,003
+1,542
| +21% | +$171K | 0.08% | 285 |
|
|
2020
Q3 | $748K | Buy |
7,461
+504
| +7% | +$49.6K | 0.06% | 323 |
|
|
2020
Q2 | $662K | Sell |
6,957
-1,434
| -17% | -$132K | 0.07% | 308 |
|
|
2020
Q1 | $718K | Buy |
8,391
+274
| +3% | +$31.9K | 0.1% | 222 |
|
|
2019
Q4 | $1.01M | Sell |
8,117
-73
| -0.9% | -$8.72K | 0.11% | 228 |
|
|
2019
Q3 | $969K | Sell |
8,190
-1,932
| -19% | -$237K | 0.13% | 201 |
|
|
2019
Q2 | $1.25M | Buy |
10,122
+904
| +10% | +$106K | 0.16% | 160 |
|
|
2019
Q1 | $1.01M | Buy |
9,218
+943
| +11% | +$99.1K | 0.15% | 170 |
|
|
2018
Q4 | $789K | Buy |
8,275
+1,230
| +17% | +$129K | 0.16% | 164 |
|
|
2018
Q3 | $750K | Buy |
7,045
+5
| +0.1% | +$520 | 0.11% | 219 |
|
|
2018
Q2 | $690K | Buy |
7,040
+304
| +5% | +$29.9K | 0.16% | 196 |
|
|
2018
Q1 | $628K | Buy |
6,736
+4,174
| +163% | +$404K | 0.16% | 207 |
|
|
2017
Q4 | $254K | Buy |
+2,562
| New | +$244K | 0.1% | 236 |
|
Other funds holding AXP
VCM
VPM
Mutual Advisors's AXP Position: Q1 2026 in Review
Mutual Advisors increased its American Express (AXP) stake by 0.23% in Q1 2026, buying an estimated $6.04K and bringing the position to 7,728 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #346.
Mutual Advisors first reported a position in AXP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.85M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Mutual Advisors held 7,728 shares of American Express worth $2.34M as of Q1 2026.
- Mutual Advisors bought 18 American Express shares in Q1 2026, an estimated $6.04K.
- American Express made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #346 holding.
- Mutual Advisors first reported a position in American Express in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's American Express position peaked at $2.85M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.