SevenBridge Financial Group’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 | $215K | Hold |
632
| – | – | 0.03% | 199 |
|
|
2026
Q1 | $210K | Sell |
632
-159
| -20% | -$53.3K | 0.03% | 192 |
|
|
2025
Q4 | $287K | Sell |
791
-180
| -19% | -$64.4K | 0.05% | 171 |
|
|
2025
Q3 | $362K | Sell |
971
-33
| -3% | -$10.5K | 0.06% | 157 |
|
|
2025
Q2 | $304K | Buy |
1,004
+2
| +0.2% | +$563 | 0.05% | 174 |
|
|
2025
Q1 | $300K | Buy |
1,002
+2
| +0.2% | +$591 | 0.06% | 185 |
|
|
2024
Q4 | $310K | Buy |
1,000
+79
| +9% | +$22.7K | 0.06% | 184 |
|
|
2024
Q3 | $270K | Hold |
921
| – | – | 0.05% | 191 |
|
|
2024
Q2 | $213K | Hold |
921
| – | – | 0.05% | 198 |
|
|
2024
Q1 | $213K | Sell |
921
-274
| -23% | -$56.8K | 0.05% | 190 |
|
|
2023
Q4 | $224K | Buy |
+1,195
| New | +$192K | 0.05% | 178 |
|
|
2023
Q3 | – | Sell |
-1,160
| Closed | -$202K | – | 185 |
|
|
2023
Q2 | $202K | Buy |
+1,160
| New | +$187K | 0.05% | 170 |
|
|
2022
Q2 | – | Sell |
-1,076
| Closed | -$201K | – | 143 |
|
|
2022
Q1 | $201K | Sell |
1,076
-197
| -15% | -$35.6K | 0.07% | 152 |
|
|
2021
Q4 | $208K | Sell |
1,273
-81
| -6% | -$13.8K | 0.06% | 165 |
|
|
2021
Q3 | $227K | Hold |
1,354
| – | – | 0.08% | 160 |
|
|
2021
Q2 | $224K | Buy |
+1,354
| New | +$212K | 0.07% | 157 |
|
|
2019
Q3 | – | Sell |
-1,286
| Closed | -$159K | – | 179 |
|
|
2019
Q2 | $159K | Hold |
1,286
| – | – | 0.06% | 171 |
|
|
2019
Q1 | $141K | Hold |
1,286
| – | – | 0.05% | 164 |
|
|
2018
Q4 | $123K | Sell |
1,286
-510
| -28% | -$53.4K | 0.08% | 150 |
|
|
2018
Q3 | $191K | Buy |
1,796
+510
| +40% | +$53K | 0.1% | 131 |
|
|
2018
Q2 | $126K | Hold |
1,286
| – | – | 0.07% | 164 |
|
|
2018
Q1 | $120K | Hold |
1,286
| – | – | 0.07% | 170 |
|
|
2017
Q4 | $128K | Hold |
1,286
| – | – | 0.07% | 168 |
|
|
2017
Q3 | $116K | Hold |
1,286
| – | – | 0.07% | 173 |
|
|
2017
Q2 | $108K | Sell |
1,286
-200
| -13% | -$15.8K | 0.07% | 184 |
|
|
2017
Q1 | $116K | Hold |
1,486
| – | – | 0.08% | 163 |
|
|
2016
Q4 | $90K | Hold |
1,486
| – | – | 0.07% | 205 |
|
|
2016
Q3 | $90K | Sell |
1,486
-189
| -11% | -$12.1K | 0.07% | 202 |
|
|
2016
Q2 | $102K | Buy |
+1,675
| New | +$106K | 0.07% | 189 |
|
Other funds holding AXP
SevenBridge Financial Group's AXP Position: Q2 2026 in Review
SevenBridge Financial Group held its American Express (AXP) position steady in Q2 2026 at 632 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #199.
SevenBridge Financial Group first reported a position in AXP in Q2 2016 and has held it in 29 quarters since. The position peaked at $362K in Q3 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- SevenBridge Financial Group held 632 shares of American Express worth $215K as of Q2 2026.
- SevenBridge Financial Group left its American Express share count unchanged in Q2 2026.
- American Express made up 0.03% of SevenBridge Financial Group's portfolio in Q2 2026, its #199 holding.
- SevenBridge Financial Group first reported a position in American Express in Q2 2016 and has held it in 29 quarters since.
- SevenBridge Financial Group's American Express position peaked at $362K in Q3 2025.
- 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.