Philadelphia Investment Partners’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
$18.3K Sell
54
-20
-27% -$6.4K 0.01% 122
2026
Q1
$22.5K Buy
+74
New +$24.8K 0.02% 114

Other funds holding AXP

Philadelphia Investment Partners's AXP Position: Q2 2026 in Review

Philadelphia Investment Partners reduced its American Express (AXP) stake by 27% in Q2 2026, selling an estimated $6.4K and leaving 54 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #122.

Philadelphia Investment Partners first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.5K in Q1 2026. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Philadelphia Investment Partners held 54 shares of American Express worth $18.3K as of Q2 2026.
  • Philadelphia Investment Partners sold 20 American Express shares in Q2 2026, an estimated $6.4K.
  • American Express made up 0.01% of Philadelphia Investment Partners's portfolio in Q2 2026, its #122 holding.
  • Philadelphia Investment Partners first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • Philadelphia Investment Partners's American Express position peaked at $22.5K in Q1 2026.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.