Outlook Wealth 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
Q2 | $719K | Sell |
2,127
-18
| -0.8% | -$5.76K | 0.16% | 135 |
|
|
2026
Q1 | $649K | Sell |
2,145
-41
| -2% | -$13.7K | 0.16% | 147 |
|
|
2025
Q4 | $809K | Sell |
2,186
-678
| -24% | -$243K | 0.18% | 108 |
|
|
2025
Q3 | $951K | Sell |
2,864
-73
| -2% | -$23.2K | 0.24% | 92 |
|
|
2025
Q2 | $937K | Sell |
2,937
-27
| -0.9% | -$7.6K | 0.24% | 81 |
|
|
2025
Q1 | $797K | Sell |
2,964
-29
| -1% | -$8.57K | 0.22% | 89 |
|
|
2024
Q4 | $888K | Buy |
2,993
+19
| +0.6% | +$5.46K | 0.26% | 81 |
|
|
2024
Q3 | $807K | Sell |
2,974
-66
| -2% | -$16.4K | 0.23% | 85 |
|
|
2024
Q2 | $704K | Sell |
3,040
-50
| -2% | -$11.6K | 0.22% | 91 |
|
|
2024
Q1 | $704K | Sell |
3,090
-270
| -8% | -$56K | 0.22% | 98 |
|
|
2023
Q4 | $629K | Sell |
3,360
-906
| -21% | -$146K | 0.22% | 97 |
|
|
2023
Q3 | $636K | Buy |
4,266
+251
| +6% | +$41.1K | 0.24% | 106 |
|
|
2023
Q2 | $699K | Buy |
4,015
+964
| +32% | +$156K | 0.26% | 99 |
|
|
2023
Q1 | $503K | Sell |
3,051
-18
| -0.6% | -$2.99K | 0.22% | 111 |
|
|
2022
Q4 | $453K | Buy |
3,069
+177
| +6% | +$26.2K | 0.22% | 110 |
|
|
2022
Q3 | $390K | Buy |
2,892
+73
| +3% | +$11.1K | 0.17% | 131 |
|
|
2022
Q2 | $390K | Buy |
2,819
+224
| +9% | +$37K | 0.16% | 138 |
|
|
2022
Q1 | $486K | Sell |
2,595
-9
| -0.3% | -$1.63K | 0.16% | 137 |
|
|
2021
Q4 | $426K | Buy |
2,604
+6
| +0.2% | +$1.02K | 0.13% | 149 |
|
|
2021
Q3 | $435K | Sell |
2,598
-54
| -2% | -$9.03K | 0.14% | 155 |
|
|
2021
Q2 | $438K | Buy |
2,652
+200
| +8% | +$31.3K | 0.14% | 158 |
|
|
2021
Q1 | $347K | Sell |
2,452
-1,396
| -36% | -$184K | 0.12% | 161 |
|
|
2020
Q4 | $465K | Sell |
3,848
-46
| -1% | -$5.09K | 0.17% | 135 |
|
|
2020
Q3 | $390K | Buy |
3,894
+251
| +7% | +$24.7K | 0.16% | 130 |
|
|
2020
Q2 | $347K | Buy |
3,643
+227
| +7% | +$20.9K | 0.15% | 135 |
|
|
2020
Q1 | $292K | Buy |
3,416
+126
| +4% | +$14.7K | 0.16% | 125 |
|
|
2019
Q4 | $410K | Buy |
3,290
+61
| +2% | +$7.29K | 0.23% | 89 |
|
|
2019
Q3 | $382K | Buy |
3,229
+66
| +2% | +$8.09K | 0.23% | 103 |
|
|
2019
Q2 | $390K | Buy |
3,163
+195
| +7% | +$22.9K | 0.26% | 99 |
|
|
2019
Q1 | $324K | Sell |
2,968
-2,292
| -44% | -$241K | 0.27% | 100 |
|
|
2018
Q4 | $502K | Buy |
+5,260
| New | +$550K | 0.23% | 112 |
|
Other funds holding AXP
Outlook Wealth Advisors's AXP Position: Q2 2026 in Review
Outlook Wealth Advisors reduced its American Express (AXP) stake by 0.84% in Q2 2026, selling an estimated $5.76K and leaving 2,127 shares worth $719K. The position accounts for 0.16% of the portfolio, ranked #135.
Outlook Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $951K in Q3 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Outlook Wealth Advisors held 2,127 shares of American Express worth $719K as of Q2 2026.
- Outlook Wealth Advisors sold 18 American Express shares in Q2 2026, an estimated $5.76K.
- American Express made up 0.16% of Outlook Wealth Advisors's portfolio in Q2 2026, its #135 holding.
- Outlook Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
- Outlook Wealth Advisors's American Express position peaked at $951K in Q3 2025.
- 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.