Oliver Luxxe Assets’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 | $553K | Sell |
1,635
-1
| -0.1% | -$320 | 0.08% | 157 |
|
|
2026
Q1 | $495K | Sell |
1,636
-23
| -1% | -$7.71K | 0.07% | 163 |
|
|
2025
Q4 | $614K | Sell |
1,659
-423
| -20% | -$151K | 0.09% | 151 |
|
|
2025
Q3 | $692K | Buy |
2,082
+351
| +20% | +$112K | 0.11% | 149 |
|
|
2025
Q2 | $552K | Sell |
1,731
-310
| -15% | -$87.2K | 0.1% | 146 |
|
|
2025
Q1 | $549K | Sell |
2,041
-16,543
| -89% | -$4.89M | 0.1% | 153 |
|
|
2024
Q4 | $5.04M | Hold |
18,584
| – | – | 0.91% | 39 |
|
|
2024
Q3 | $5.04M | Sell |
18,584
-309
| -2% | -$76.9K | 0.9% | 40 |
|
|
2024
Q2 | $4.37M | Sell |
18,893
-278
| -1% | -$64.4K | 0.93% | 41 |
|
|
2024
Q1 | $4.37M | Sell |
19,171
-309
| -2% | -$64.1K | 0.91% | 40 |
|
|
2023
Q4 | $3.65M | Buy |
19,480
+44
| +0.2% | +$7.08K | 0.86% | 43 |
|
|
2023
Q3 | $2.9M | Buy |
19,436
+201
| +1% | +$32.9K | 0.74% | 49 |
|
|
2023
Q2 | $3.35M | Sell |
19,235
-164
| -0.8% | -$26.5K | 0.84% | 42 |
|
|
2023
Q1 | $3.2M | Buy |
19,399
+207
| +1% | +$34.3K | 0.84% | 47 |
|
|
2022
Q4 | $2.84M | Buy |
19,192
+584
| +3% | +$86.5K | 0.79% | 49 |
|
|
2022
Q3 | $2.51M | Buy |
18,608
+534
| +3% | +$80.8K | 0.78% | 50 |
|
|
2022
Q2 | $2.5M | Buy |
18,074
+371
| +2% | +$61.3K | 0.74% | 49 |
|
|
2022
Q1 | $3.31M | Buy |
17,703
+15,662
| +767% | +$2.83M | 0.84% | 45 |
|
|
2021
Q4 | $334K | Hold |
2,041
| – | – | 0.08% | 164 |
|
|
2021
Q3 | $342K | Hold |
2,041
| – | – | 0.09% | 157 |
|
|
2021
Q2 | $337K | Hold |
2,041
| – | – | 0.09% | 157 |
|
|
2021
Q1 | $289K | Hold |
2,041
| – | – | 0.09% | 158 |
|
|
2020
Q4 | $247K | Hold |
2,041
| – | – | 0.08% | 157 |
|
|
2020
Q3 | $205K | Buy |
+2,041
| New | +$201K | 0.08% | 137 |
|
|
2020
Q1 | – | Sell |
-2,141
| Closed | -$267K | – | 118 |
|
|
2019
Q4 | $267K | Hold |
2,141
| – | – | 0.14% | 108 |
|
|
2019
Q3 | $241K | Hold |
2,141
| – | – | 0.14% | 107 |
|
|
2019
Q2 | $267K | Hold |
2,141
| – | – | 0.15% | 103 |
|
|
2019
Q1 | $234K | Hold |
2,141
| – | – | 0.14% | 108 |
|
|
2018
Q4 | $204K | Hold |
2,141
| – | – | 0.14% | 98 |
|
|
2018
Q3 | $229K | Sell |
2,141
-150
| -7% | -$15.6K | 0.13% | 97 |
|
|
2018
Q2 | $214K | Hold |
2,291
| – | – | 0.14% | 80 |
|
|
2018
Q1 | $214K | Hold |
2,291
| – | – | 0.13% | 85 |
|
|
2017
Q4 | $228K | Buy |
+2,291
| New | +$218K | 0.14% | 79 |
|
Other funds holding AXP
Oliver Luxxe Assets's AXP Position: Q2 2026 in Review
Oliver Luxxe Assets reduced its American Express (AXP) stake by 0.06% in Q2 2026, selling an estimated $320 and leaving 1,635 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #157.
Oliver Luxxe Assets first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.04M in Q4 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Oliver Luxxe Assets held 1,635 shares of American Express worth $553K as of Q2 2026.
- Oliver Luxxe Assets sold 1 American Express share in Q2 2026, an estimated $320.
- American Express made up 0.08% of Oliver Luxxe Assets's portfolio in Q2 2026, its #157 holding.
- Oliver Luxxe Assets first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
- Oliver Luxxe Assets's American Express position peaked at $5.04M in Q4 2024.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.