Pacific Center for Financial Services’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 | $110K | Buy |
365
+34
| +10% | +$11.4K | 0.03% | 130 |
|
|
2025
Q4 | $110K | Hold |
331
| – | – | 0.03% | 132 |
|
|
2025
Q3 | $110K | Hold |
331
| – | – | 0.03% | 132 |
|
|
2025
Q2 | $106K | Hold |
331
| – | – | 0.03% | 134 |
|
|
2025
Q1 | $89.1K | Sell |
331
-39
| -11% | -$11.5K | 0.02% | 140 |
|
|
2024
Q4 | $110K | Sell |
370
-80
| -18% | -$23K | 0.03% | 129 |
|
|
2024
Q3 | $122K | Hold |
450
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $104K | Hold |
450
| – | – | 0.03% | 129 |
|
|
2024
Q1 | $102K | Hold |
450
| – | – | 0.03% | 134 |
|
|
2023
Q4 | $84.3K | Hold |
450
| – | – | 0.03% | 137 |
|
|
2023
Q3 | $67.1K | Hold |
450
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $78.4K | Hold |
450
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $74.2K | Buy |
+450
| New | +$74.7K | 0.03% | 142 |
|
|
2022
Q3 | $61K | Hold |
450
| – | – | 0.02% | 143 |
|
|
2022
Q2 | $62K | Hold |
450
| – | – | 0.03% | 146 |
|
|
2022
Q1 | $84K | Sell |
450
-16
| -3% | -$2.89K | 0.03% | 126 |
|
|
2021
Q4 | $76K | Hold |
466
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $78K | Hold |
466
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $77K | Hold |
466
| – | – | 0.03% | 127 |
|
|
2021
Q1 | $66K | Hold |
466
| – | – | 0.03% | 129 |
|
|
2020
Q4 | $56K | Sell |
466
-9
| -2% | -$997 | 0.02% | 136 |
|
|
2020
Q3 | $48K | Hold |
475
| – | – | 0.02% | 119 |
|
|
2020
Q2 | $45K | Hold |
475
| – | – | 0.02% | 117 |
|
|
2020
Q1 | $41K | Hold |
475
| – | – | 0.03% | 112 |
|
|
2019
Q4 | $59K | Hold |
475
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $56K | Hold |
475
| – | – | 0.03% | 111 |
|
|
2019
Q2 | $59K | Hold |
475
| – | – | 0.03% | 106 |
|
|
2019
Q1 | $52K | Hold |
475
| – | – | 0.03% | 110 |
|
|
2018
Q4 | $45K | Hold |
475
| – | – | 0.02% | 113 |
|
|
2018
Q3 | $51K | Hold |
475
| – | – | 0.02% | 112 |
|
|
2018
Q2 | $47K | Hold |
475
| – | – | 0.03% | 105 |
|
|
2018
Q1 | $44K | Hold |
475
| – | – | 0.03% | 106 |
|
|
2017
Q4 | $47K | Hold |
475
| – | – | 0.03% | 106 |
|
|
2017
Q3 | $43K | Hold |
475
| – | – | 0.03% | 103 |
|
|
2017
Q2 | $40K | Hold |
475
| – | – | 0.03% | 102 |
|
|
2017
Q1 | $38K | Hold |
475
| – | – | 0.03% | 104 |
|
|
2016
Q4 | $35K | Buy |
+475
| New | +$32.9K | 0.03% | 112 |
|
Other funds holding AXP
VCM
VPM
Pacific Center for Financial Services's AXP Position: Q1 2026 in Review
Pacific Center for Financial Services increased its American Express (AXP) stake by 10% in Q1 2026, buying an estimated $11.4K and bringing the position to 365 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #130.
Pacific Center for Financial Services first reported a position in AXP in Q4 2016 and has held it in 37 quarters since. The position peaked at $122K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Pacific Center for Financial Services held 365 shares of American Express worth $110K as of Q1 2026.
- Pacific Center for Financial Services bought 34 American Express shares in Q1 2026, an estimated $11.4K.
- American Express made up 0.03% of Pacific Center for Financial Services's portfolio in Q1 2026, its #130 holding.
- Pacific Center for Financial Services first reported a position in American Express in Q4 2016 and has held it in 37 quarters since.
- Pacific Center for Financial Services's American Express position peaked at $122K in Q3 2024.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.