Security National Bank’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
$156K Sell
461
-3
-0.6% -$961 0.02% 170
2026
Q1
$140K Hold
464
0.02% 162
2025
Q4
$172K Hold
464
0.02% 154
2025
Q3
$154K Sell
464
-80
-15% -$25.4K 0.02% 157
2025
Q2
$174K Hold
544
0.03% 129
2025
Q1
$146K Sell
544
-16
-3% -$4.73K 0.03% 137
2024
Q4
$166K Hold
560
0.02% 126
2024
Q3
$152K Sell
560
-40
-7% -$9.96K 0.02% 125
2024
Q2
$139K Hold
600
0.02% 127
2024
Q1
$137K Hold
600
0.02% 122
2023
Q4
$112K Buy
+600
New +$96.6K 0.03% 138

Other funds holding AXP

Security National Bank's AXP Position: Q2 2026 in Review

Security National Bank reduced its American Express (AXP) stake by 0.65% in Q2 2026, selling an estimated $961 and leaving 461 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #170.

Security National Bank first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Security National Bank held 461 shares of American Express worth $156K as of Q2 2026.
  • Security National Bank sold 3 American Express shares in Q2 2026, an estimated $961.
  • American Express made up 0.02% of Security National Bank's portfolio in Q2 2026, its #170 holding.
  • Security National Bank first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Security National Bank's American Express position peaked at $174K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.