Shufro Rose & Co’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 | $725K | Sell |
2,142
-217
| -9% | -$69.5K | 0.04% | 149 |
|
|
2026
Q1 | $714K | Sell |
2,359
-304
| -11% | -$102K | 0.05% | 147 |
|
|
2025
Q4 | $985K | Hold |
2,663
| – | – | 0.07% | 122 |
|
|
2025
Q3 | $716K | Hold |
2,663
| – | – | 0.06% | 138 |
|
|
2025
Q2 | $716K | Sell |
2,663
-400
| -13% | -$113K | 0.06% | 139 |
|
|
2025
Q1 | $824K | Hold |
3,063
| – | – | 0.07% | 129 |
|
|
2024
Q4 | $909K | Buy |
3,063
+358
| +13% | +$103K | 0.07% | 120 |
|
|
2024
Q3 | $626K | Hold |
2,705
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $626K | Buy |
2,705
+172
| +7% | +$39.8K | 0.05% | 153 |
|
|
2024
Q1 | $577K | Sell |
2,533
-500
| -16% | -$104K | 0.05% | 152 |
|
|
2023
Q4 | $452K | Hold |
3,033
| – | – | 0.04% | 166 |
|
|
2023
Q3 | $452K | Sell |
3,033
-28
| -0.9% | -$4.58K | 0.04% | 167 |
|
|
2023
Q2 | $533K | Hold |
3,061
| – | – | 0.05% | 161 |
|
|
2023
Q1 | $505K | Hold |
3,061
| – | – | 0.05% | 171 |
|
|
2022
Q4 | $452K | Hold |
3,061
| – | – | 0.04% | 181 |
|
|
2022
Q3 | $413K | Hold |
3,061
| – | – | 0.04% | 181 |
|
|
2022
Q2 | $424K | Hold |
3,061
| – | – | 0.04% | 187 |
|
|
2022
Q1 | $572K | Buy |
3,061
+28
| +0.9% | +$5.06K | 0.04% | 168 |
|
|
2021
Q4 | $496K | Hold |
3,033
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $508K | Buy |
3,033
+1,300
| +75% | +$217K | 0.04% | 170 |
|
|
2021
Q2 | $286K | Buy |
1,733
+150
| +9% | +$23.5K | 0.02% | 227 |
|
|
2021
Q1 | $224K | Buy |
+1,583
| New | +$209K | 0.02% | 251 |
|
|
2020
Q3 | – | Sell |
-3,333
| Closed | -$317K | – | 284 |
|
|
2020
Q2 | $317K | Hold |
3,333
| – | – | 0.03% | 198 |
|
|
2020
Q1 | $285K | Hold |
3,333
| – | – | 0.03% | 204 |
|
|
2019
Q4 | $415K | Hold |
3,333
| – | – | 0.04% | 187 |
|
|
2019
Q3 | $394K | Hold |
3,333
| – | – | 0.04% | 185 |
|
|
2019
Q2 | $411K | Hold |
3,333
| – | – | 0.04% | 186 |
|
|
2019
Q1 | $364K | Hold |
3,333
| – | – | 0.04% | 194 |
|
|
2018
Q4 | $318K | Hold |
3,333
| – | – | 0.04% | 202 |
|
|
2018
Q3 | $355K | Hold |
3,333
| – | – | 0.03% | 213 |
|
|
2018
Q2 | $327K | Hold |
3,333
| – | – | 0.03% | 219 |
|
|
2018
Q1 | $311K | Buy |
+3,333
| New | +$323K | 0.03% | 221 |
|
Other funds holding AXP
Shufro Rose & Co's AXP Position: Q2 2026 in Review
Shufro Rose & Co reduced its American Express (AXP) stake by 9.2% in Q2 2026, selling an estimated $69.5K and leaving 2,142 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #149.
Shufro Rose & Co first reported a position in AXP in Q1 2018 and has held it in 32 quarters since. The position peaked at $985K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Shufro Rose & Co held 2,142 shares of American Express worth $725K as of Q2 2026.
- Shufro Rose & Co sold 217 American Express shares in Q2 2026, an estimated $69.5K.
- American Express made up 0.04% of Shufro Rose & Co's portfolio in Q2 2026, its #149 holding.
- Shufro Rose & Co first reported a position in American Express in Q1 2018 and has held it in 32 quarters since.
- Shufro Rose & Co's American Express position peaked at $985K in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.