Occidental Asset Management’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
$219K Buy
+648
New +$207K 0.02% 293
2026
Q1
Sell
-570
Closed -$211K 287
2025
Q4
$211K Sell
570
-210
-27% -$75.1K 0.03% 272
2025
Q3
$259K Buy
+780
New +$248K 0.03% 227

Other funds holding AXP

Occidental Asset Management's AXP Position: Q2 2026 in Review

Occidental Asset Management opened a new position in American Express (AXP) in Q2 2026: 648 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: Occidental Asset Management previously reported a position in AXP as recently as Q4 2025.

Occidental Asset Management first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $259K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Occidental Asset Management held 648 shares of American Express worth $219K as of Q2 2026.
  • American Express was a new Occidental Asset Management position in Q2 2026.
  • American Express made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #293 holding.
  • Occidental Asset Management first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Occidental Asset Management's American Express position peaked at $259K in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.