Principle Wealth 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 | $2.93M | Buy |
8,662
+166
| +2% | +$53.1K | 0.14% | 119 |
|
|
2026
Q1 | $2.57M | Sell |
8,496
-101
| -1% | -$33.9K | 0.15% | 112 |
|
|
2025
Q4 | $3.18M | Buy |
8,597
+43
| +0.5% | +$15.4K | 0.18% | 101 |
|
|
2025
Q3 | $2.84M | Sell |
8,554
-272
| -3% | -$86.5K | 0.16% | 103 |
|
|
2025
Q2 | $2.82M | Sell |
8,826
-190
| -2% | -$53.5K | 0.18% | 102 |
|
|
2025
Q1 | $2.43M | Buy |
9,016
+685
| +8% | +$202K | 0.17% | 113 |
|
|
2024
Q4 | $2.47M | Sell |
8,331
-50
| -0.6% | -$14.4K | 0.17% | 112 |
|
|
2024
Q3 | $2.27M | Hold |
8,381
| – | – | 0.16% | 116 |
|
|
2024
Q2 | $1.94M | Hold |
8,381
| – | – | 0.15% | 122 |
|
|
2024
Q1 | $1.91M | Buy |
8,381
+107
| +1% | +$22.2K | 0.15% | 122 |
|
|
2023
Q4 | $1.55M | Buy |
8,274
+1,810
| +28% | +$291K | 0.13% | 129 |
|
|
2023
Q3 | $964K | Sell |
6,464
-120
| -2% | -$19.6K | 0.1% | 148 |
|
|
2023
Q2 | $1.15M | Buy |
6,584
+225
| +4% | +$36.3K | 0.12% | 131 |
|
|
2023
Q1 | $1.05M | Hold |
6,359
| – | – | 0.11% | 133 |
|
|
2022
Q4 | $940K | Hold |
6,359
| – | – | 0.11% | 137 |
|
|
2022
Q3 | $888K | Buy |
6,359
+590
| +10% | +$89.3K | 0.08% | 130 |
|
|
2022
Q2 | $799K | Buy |
5,769
+450
| +8% | +$74.3K | 0.1% | 153 |
|
|
2022
Q1 | $994K | Buy |
5,319
+500
| +10% | +$90.3K | 0.1% | 137 |
|
|
2021
Q4 | $789K | Sell |
4,819
-600
| -11% | -$102K | 0.08% | 160 |
|
|
2021
Q3 | $908K | Sell |
5,419
-425
| -7% | -$71.1K | 0.1% | 137 |
|
|
2021
Q2 | $966K | Buy |
5,844
+100
| +2% | +$15.7K | 0.11% | 134 |
|
|
2021
Q1 | $813K | Sell |
5,744
-102
| -2% | -$13.5K | 0.1% | 141 |
|
|
2020
Q4 | $707K | Buy |
5,846
+1,627
| +39% | +$180K | 0.09% | 143 |
|
|
2020
Q3 | $423K | Hold |
4,219
| – | – | 0.12% | 98 |
|
|
2020
Q2 | $401K | Buy |
+4,219
| New | +$388K | 0.12% | 101 |
|
|
2020
Q1 | – | Sell |
-4,219
| Closed | -$525K | – | 142 |
|
|
2019
Q4 | $525K | Sell |
4,219
-600
| -12% | -$71.7K | 0.17% | 98 |
|
|
2019
Q3 | $570K | Buy |
4,819
+1,234
| +34% | +$151K | 0.2% | 88 |
|
|
2019
Q2 | $443K | Hold |
3,585
| – | – | 0.23% | 83 |
|
|
2019
Q1 | $392K | Buy |
3,585
+1,287
| +56% | +$135K | 0.22% | 80 |
|
|
2018
Q4 | $219K | Buy |
+2,298
| New | +$240K | 0.18% | 104 |
|
Other funds holding AXP
Principle Wealth Partners's AXP Position: Q2 2026 in Review
Principle Wealth Partners increased its American Express (AXP) stake by 2% in Q2 2026, buying an estimated $53.1K and bringing the position to 8,662 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #119.
Principle Wealth Partners first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.18M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Principle Wealth Partners held 8,662 shares of American Express worth $2.93M as of Q2 2026.
- Principle Wealth Partners bought 166 American Express shares in Q2 2026, an estimated $53.1K.
- American Express made up 0.14% of Principle Wealth Partners's portfolio in Q2 2026, its #119 holding.
- Principle Wealth Partners first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
- Principle Wealth Partners's American Express position peaked at $3.18M in Q4 2025.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.