Pure Financial 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
$1.41M Buy
4,175
+329
+9% +$105K 0.02% 210
2026
Q1
$1.16M Buy
3,846
+124
+3% +$41.6K 0.02% 207
2025
Q4
$1.38M Buy
3,722
+220
+6% +$78.7K 0.02% 192
2025
Q3
$1.16M Sell
3,502
-39
-1% -$12.4K 0.02% 194
2025
Q2
$1.13M Buy
3,541
+865
+32% +$243K 0.02% 192
2025
Q1
$720K Buy
2,676
+616
+30% +$182K 0.02% 200
2024
Q4
$611K Buy
2,060
+373
+22% +$107K 0.01% 194
2024
Q3
$457K Buy
1,687
+68
+4% +$16.9K 0.01% 223
2024
Q2
$375K Buy
1,619
+10
+0.6% +$2.32K 0.01% 230
2024
Q1
$366K Buy
1,609
+354
+28% +$73.4K 0.01% 234
2023
Q4
$235K Sell
1,255
-157
-11% -$25.3K 0.01% 272
2023
Q3
$211K Buy
+1,412
New +$231K 0.01% 250

Other funds holding AXP

Pure Financial Advisors's AXP Position: Q2 2026 in Review

Pure Financial Advisors increased its American Express (AXP) stake by 8.6% in Q2 2026, buying an estimated $105K and bringing the position to 4,175 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #210.

Pure Financial Advisors first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Pure Financial Advisors held 4,175 shares of American Express worth $1.41M as of Q2 2026.
  • Pure Financial Advisors bought 329 American Express shares in Q2 2026, an estimated $105K.
  • American Express made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Pure Financial Advisors first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.