South Shore Capital Advisors’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
$2.38M Sell
7,027
-130
-2% -$41.6K 1.59% 14
2026
Q1
$2.16M Sell
7,157
-370
-5% -$124K 1.58% 18
2025
Q4
$2.78M Buy
+7,527
New +$2.69M 2.03% 12
2022
Q2
Sell
-1,175
Closed -$220K 87
2022
Q1
$220K Buy
+1,175
New +$212K 0.36% 96

Other funds holding AXP

South Shore Capital Advisors's AXP Position: Q2 2026 in Review

South Shore Capital Advisors reduced its American Express (AXP) stake by 1.8% in Q2 2026, selling an estimated $41.6K and leaving 7,027 shares worth $2.38M. The position accounts for 1.59% of the portfolio, ranked #14.

South Shore Capital Advisors first reported a position in AXP in Q1 2022 and has held it in 4 quarters since. The position peaked at $2.78M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • South Shore Capital Advisors held 7,027 shares of American Express worth $2.38M as of Q2 2026.
  • South Shore Capital Advisors sold 130 American Express shares in Q2 2026, an estimated $41.6K.
  • American Express made up 1.59% of South Shore Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • South Shore Capital Advisors first reported a position in American Express in Q1 2022 and has held it in 4 quarters since.
  • South Shore Capital Advisors's American Express position peaked at $2.78M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.