Secure Asset 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
$600K Buy
1,774
+101
+6% +$32.3K 0.08% 172
2026
Q1
$506K Sell
1,673
-659
-28% -$221K 0.08% 186
2025
Q4
$863K Sell
2,332
-134
-5% -$48K 0.14% 139
2025
Q3
$810K Buy
2,466
+80
+3% +$25.4K 0.13% 142
2025
Q2
$761K Buy
2,386
+1,147
+93% +$323K 0.14% 151
2025
Q1
$333K Buy
1,239
+232
+23% +$68.6K 0.07% 221
2024
Q4
$299K Buy
+1,007
New +$289K 0.05% 252
2022
Q4
Sell
-2,112
Closed -$285K 197
2022
Q3
$285K Sell
2,112
-247
-10% -$37.4K 0.16% 111
2022
Q2
$327K Buy
2,359
+2
+0.1% +$330 0.18% 112
2022
Q1
$441K Buy
+2,357
New +$426K 0.2% 99

Other funds holding AXP

Secure Asset Management's AXP Position: Q2 2026 in Review

Secure Asset Management increased its American Express (AXP) stake by 6% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,774 shares worth $600K. The position accounts for 0.08% of the portfolio, ranked #172.

Secure Asset Management first reported a position in AXP in Q1 2022 and has held it in 10 quarters since. The position peaked at $863K in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Secure Asset Management held 1,774 shares of American Express worth $600K as of Q2 2026.
  • Secure Asset Management bought 101 American Express shares in Q2 2026, an estimated $32.3K.
  • American Express made up 0.08% of Secure Asset Management's portfolio in Q2 2026, its #172 holding.
  • Secure Asset Management first reported a position in American Express in Q1 2022 and has held it in 10 quarters since.
  • Secure Asset Management's American Express position peaked at $863K in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.