Smith Salley 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
Q1 | $3.92M | Sell |
12,947
-1
| -0% | -$335 | 0.2% | 88 |
|
|
2025
Q4 | $4.79M | Buy |
12,948
+1
| +0% | +$358 | 0.24% | 74 |
|
|
2025
Q3 | $4.3M | Sell |
12,947
-224
| -2% | -$71.2K | 0.22% | 73 |
|
|
2025
Q2 | $4.2M | Sell |
13,171
-179
| -1% | -$50.4K | 0.24% | 70 |
|
|
2025
Q1 | $3.59M | Buy |
13,350
+179
| +1% | +$52.9K | 0.24% | 72 |
|
|
2024
Q4 | $3.91M | Hold |
13,171
| – | – | 0.25% | 66 |
|
|
2024
Q3 | $3.57M | Sell |
13,171
-27
| -0.2% | -$6.72K | 0.23% | 74 |
|
|
2024
Q2 | $3.06M | Buy |
13,198
+15
| +0.1% | +$3.47K | 0.22% | 77 |
|
|
2024
Q1 | $3M | Buy |
13,183
+89
| +0.7% | +$18.5K | 0.23% | 76 |
|
|
2023
Q4 | $2.45M | Buy |
13,094
+300
| +2% | +$48.3K | 0.16% | 97 |
|
|
2023
Q3 | $1.91M | Sell |
12,794
-103
| -0.8% | -$16.8K | 0.14% | 100 |
|
|
2023
Q2 | $2.25M | Buy |
12,897
+429
| +3% | +$69.2K | 0.17% | 93 |
|
|
2023
Q1 | $2.06M | Sell |
12,468
-44
| -0.4% | -$7.3K | 0.16% | 98 |
|
|
2022
Q4 | $1.85M | Hold |
12,512
| – | – | 0.16% | 105 |
|
|
2022
Q3 | $1.69M | Buy |
12,512
+14
| +0.1% | +$2.12K | 0.16% | 103 |
|
|
2022
Q2 | $1.73M | Buy |
12,498
+616
| +5% | +$102K | 0.15% | 110 |
|
|
2022
Q1 | $2.22M | Sell |
11,882
-7
| -0.1% | -$1.26K | 0.17% | 99 |
|
|
2021
Q4 | $1.95M | Buy |
11,889
+27
| +0.2% | +$4.6K | 0.14% | 114 |
|
|
2021
Q3 | $1.99M | Hold |
11,862
| – | – | 0.16% | 104 |
|
|
2021
Q2 | $1.96M | Buy |
11,862
+5
| +0% | +$783 | 0.16% | 102 |
|
|
2021
Q1 | $1.68M | Hold |
11,857
| – | – | 0.15% | 96 |
|
|
2020
Q4 | $1.43M | Buy |
11,857
+7
| +0.1% | +$775 | 0.15% | 101 |
|
|
2020
Q3 | $1.19M | Hold |
11,850
| – | – | 0.14% | 93 |
|
|
2020
Q2 | $1.13M | Sell |
11,850
-94
| -0.8% | -$8.65K | 0.15% | 93 |
|
|
2020
Q1 | $1.02M | Buy |
11,944
+38
| +0.3% | +$4.42K | 0.17% | 91 |
|
|
2019
Q4 | $1.48M | Sell |
11,906
-855
| -7% | -$102K | 0.2% | 87 |
|
|
2019
Q3 | $1.51M | Buy |
12,761
+29
| +0.2% | +$3.56K | 0.21% | 84 |
|
|
2019
Q2 | $1.57M | Sell |
12,732
-24
| -0.2% | -$2.82K | 0.24% | 84 |
|
|
2019
Q1 | $1.39M | Sell |
12,756
-377
| -3% | -$39.6K | 0.22% | 81 |
|
|
2018
Q4 | $1.25M | Sell |
13,133
-192
| -1% | -$20.1K | 0.23% | 84 |
|
|
2018
Q3 | $1.42M | Buy |
13,325
+27
| +0.2% | +$2.81K | 0.22% | 87 |
|
|
2018
Q2 | $1.3M | Buy |
13,298
+24
| +0.2% | +$2.36K | 0.22% | 87 |
|
|
2018
Q1 | $1.24M | Sell |
13,274
-220
| -2% | -$21.3K | 0.22% | 84 |
|
|
2017
Q4 | $1.34M | Buy |
13,494
+439
| +3% | +$41.8K | 0.24% | 87 |
|
|
2017
Q3 | $1.18M | Hold |
13,055
| – | – | 0.23% | 91 |
|
|
2017
Q2 | $1.1M | Hold |
13,055
| – | – | 0.22% | 95 |
|
|
2017
Q1 | $1.03M | Sell |
13,055
-300
| -2% | -$23.5K | 0.21% | 96 |
|
|
2016
Q4 | $989K | Hold |
13,355
| – | – | 0.21% | 96 |
|
|
2016
Q3 | $855K | Hold |
13,355
| – | – | 0.19% | 95 |
|
|
2016
Q2 | $811K | Sell |
13,355
-90
| -0.7% | -$5.7K | 0.19% | 96 |
|
|
2016
Q1 | $826K | Sell |
13,445
-300
| -2% | -$17.5K | 0.21% | 96 |
|
|
2015
Q4 | $956K | Hold |
13,745
| – | – | 0.24% | 98 |
|
|
2015
Q3 | $1.02M | Sell |
13,745
-38
| -0.3% | -$2.92K | 0.28% | 94 |
|
|
2015
Q2 | $1.07M | Hold |
13,783
| – | – | 0.27% | 95 |
|
|
2015
Q1 | $1.08M | Hold |
13,783
| – | – | 0.27% | 95 |
|
|
2014
Q4 | $1.28M | Hold |
13,783
| – | – | 0.33% | 84 |
|
|
2014
Q3 | $1.21M | Sell |
13,783
-1,041
| -7% | -$93.7K | 0.32% | 94 |
|
|
2014
Q2 | $1.41M | Buy |
14,824
+1,128
| +8% | +$102K | 0.38% | 86 |
|
|
2014
Q1 | $1.23M | Sell |
13,696
-700
| -5% | -$62.5K | 0.77% | 47 |
|
|
2013
Q4 | $1.31M | Buy |
14,396
+41
| +0.3% | +$3.37K | 0.85% | 46 |
|
|
2013
Q3 | $1.08M | Sell |
14,355
-1,500
| -9% | -$113K | 0.87% | 44 |
|
|
2013
Q2 | $1.19M | Buy |
+15,855
| New | +$1.13M | 0.95% | 44 |
|
Other funds holding AXP
VCM
VPM
Smith Salley Wealth Management's AXP Position: Q1 2026 in Review
Smith Salley Wealth Management reduced its American Express (AXP) stake by 0.01% in Q1 2026, selling an estimated $335 and leaving 12,947 shares worth $3.92M. The position accounts for 0.2% of the portfolio, ranked #88.
Smith Salley Wealth Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.79M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Smith Salley Wealth Management held 12,947 shares of American Express worth $3.92M as of Q1 2026.
- Smith Salley Wealth Management sold 1 American Express share in Q1 2026, an estimated $335.
- American Express made up 0.2% of Smith Salley Wealth Management's portfolio in Q1 2026, its #88 holding.
- Smith Salley Wealth Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Smith Salley Wealth Management's American Express position peaked at $4.79M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.