SeaCrest Wealth Management’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
$467K Sell
1,382
-1,544
-53% -$494K 0.05% 300
2026
Q1
$885K Sell
2,926
-168
-5% -$56.3K 0.09% 212
2025
Q4
$1.17M Sell
3,094
-71
-2% -$25.4K 0.12% 163
2025
Q3
$1.02M Sell
3,165
-286
-8% -$91K 0.11% 170
2025
Q2
$1.1M Buy
3,451
+247
+8% +$69.5K 0.12% 165
2025
Q1
$862K Sell
3,204
-84
-3% -$24.8K 0.1% 201
2024
Q4
$976K Buy
3,288
+4
+0.1% +$1.15K 0.1% 187
2024
Q3
$891K Buy
3,284
+48
+1% +$12K 0.1% 209
2024
Q2
$749K Buy
3,236
+224
+7% +$51.9K 0.09% 227
2024
Q1
$686K Sell
3,012
-629
-17% -$130K 0.08% 250
2023
Q4
$688K Sell
3,641
-55
-1% -$8.85K 0.09% 244
2023
Q3
$551K Sell
3,696
-611
-14% -$99.9K 0.07% 280
2023
Q2
$750K Buy
4,307
+115
+3% +$18.6K 0.09% 219
2023
Q1
$691K Buy
4,192
+253
+6% +$42K 0.09% 243
2022
Q4
$582K Buy
3,939
+2
+0.1% +$296 0.08% 279
2022
Q3
$531K Buy
3,937
+261
+7% +$39.5K 0.08% 282
2022
Q2
$510K Sell
3,676
-83
-2% -$13.7K 0.06% 310
2022
Q1
$703K Buy
3,759
+82
+2% +$14.8K 0.08% 259
2021
Q4
$602K Sell
3,677
-88
-2% -$15K 0.07% 300
2021
Q3
$631K Buy
3,765
+329
+10% +$55K 0.08% 273
2021
Q2
$568K Sell
3,436
-5,443
-61% -$852K 0.07% 308
2021
Q1
$1.26M Buy
8,879
+5,857
+194% +$774K 0.17% 126
2020
Q4
$365K Sell
3,022
-661
-18% -$73.2K 0.05% 370
2020
Q3
$369K Buy
3,683
+81
+2% +$7.97K 0.06% 328
2020
Q2
$343K Buy
3,602
+283
+9% +$26.1K 0.06% 346
2020
Q1
$284K Sell
3,319
-48
-1% -$5.58K 0.06% 335
2019
Q4
$419K Sell
3,367
-287
-8% -$34.3K 0.07% 319
2019
Q3
$432K Buy
3,654
+160
+5% +$19.6K 0.08% 297
2019
Q2
$431K Buy
3,494
+28
+0.8% +$3.29K 0.09% 275
2019
Q1
$379K Sell
3,466
-36
-1% -$3.78K 0.07% 297
2018
Q4
$334K Buy
3,502
+702
+25% +$73.5K 0.07% 296
2018
Q3
$298K Sell
2,800
-555
-17% -$57.7K 0.05% 392
2018
Q2
$329K Buy
3,355
+244
+8% +$24K 0.06% 354
2018
Q1
$290K Buy
3,111
+3
+0.1% +$291 0.05% 372
2017
Q4
$309K Buy
+3,108
New +$296K 0.06% 360

Other funds holding AXP

SeaCrest Wealth Management's AXP Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its American Express (AXP) stake by 53% in Q2 2026, selling an estimated $494K and leaving 1,382 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #300.

SeaCrest Wealth Management first reported a position in AXP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.26M in Q1 2021. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SeaCrest Wealth Management held 1,382 shares of American Express worth $467K as of Q2 2026.
  • SeaCrest Wealth Management sold 1,544 American Express shares in Q2 2026, an estimated $494K.
  • American Express made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #300 holding.
  • SeaCrest Wealth Management first reported a position in American Express in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's American Express position peaked at $1.26M in Q1 2021.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.