Sterling Investment Advisors (Pennsylvania)’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 | $634K | Hold |
1,873
| – | – | 0.11% | 129 |
|
|
2026
Q1 | $567K | Hold |
1,873
| – | – | 0.1% | 130 |
|
|
2025
Q4 | $693K | Hold |
1,873
| – | – | 0.13% | 121 |
|
|
2025
Q3 | $622K | Buy |
1,873
+1
| +0.1% | +$318 | 0.12% | 120 |
|
|
2025
Q2 | $597K | Hold |
1,872
| – | – | 0.13% | 118 |
|
|
2025
Q1 | $504K | Buy |
1,872
+253
| +16% | +$74.8K | 0.12% | 120 |
|
|
2024
Q4 | $480K | Buy |
1,619
+1
| +0.1% | +$287 | 0.12% | 110 |
|
|
2024
Q3 | $439K | Hold |
1,618
| – | – | 0.11% | 111 |
|
|
2024
Q2 | $375K | Hold |
1,618
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $368K | Buy |
1,618
+1
| +0.1% | +$207 | 0.1% | 112 |
|
|
2023
Q4 | $303K | Hold |
1,617
| – | – | 0.09% | 113 |
|
|
2023
Q3 | $241K | Buy |
1,617
+1
| +0.1% | +$164 | 0.08% | 118 |
|
|
2023
Q2 | $282K | Hold |
1,616
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $267K | Sell |
1,616
-143
| -8% | -$23.7K | 0.09% | 117 |
|
|
2022
Q4 | $260K | Buy |
1,759
+59
| +3% | +$8.74K | 0.09% | 121 |
|
|
2022
Q3 | $229K | Hold |
1,700
| – | – | 0.09% | 129 |
|
|
2022
Q2 | $236K | Hold |
1,700
| – | – | 0.08% | 127 |
|
|
2022
Q1 | $318K | Hold |
1,700
| – | – | 0.09% | 120 |
|
|
2021
Q4 | $278K | Buy |
1,700
+200
| +13% | +$34.1K | 0.08% | 128 |
|
|
2021
Q3 | $251K | Sell |
1,500
-14
| -0.9% | -$2.34K | 0.07% | 135 |
|
|
2021
Q2 | $250K | Buy |
1,514
+14
| +0.9% | +$2.19K | 0.07% | 138 |
|
|
2021
Q1 | $212K | Hold |
1,500
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $181K | Hold |
1,500
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $150K | Hold |
1,500
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $142K | Hold |
1,500
| – | – | 0.06% | 140 |
|
|
2020
Q1 | $128K | Hold |
1,500
| – | – | 0.07% | 131 |
|
|
2019
Q4 | $186K | Hold |
1,500
| – | – | 0.09% | 117 |
|
|
2019
Q3 | $177K | Hold |
1,500
| – | – | 0.09% | 116 |
|
|
2019
Q2 | $185K | Hold |
1,500
| – | – | 0.09% | 119 |
|
|
2019
Q1 | $164K | Hold |
1,500
| – | – | 0.08% | 126 |
|
|
2018
Q4 | $142K | Hold |
1,500
| – | – | 0.08% | 124 |
|
|
2018
Q3 | $160K | Hold |
1,500
| – | – | 0.08% | 126 |
|
|
2018
Q2 | $147K | Hold |
1,500
| – | – | 0.09% | 124 |
|
|
2018
Q1 | $140K | Hold |
1,500
| – | – | 0.09% | 118 |
|
|
2017
Q4 | $149K | Hold |
1,500
| – | – | 0.09% | 119 |
|
|
2017
Q3 | $136K | Hold |
1,500
| – | – | 0.09% | 119 |
|
|
2017
Q2 | $126K | Hold |
1,500
| – | – | 0.08% | 123 |
|
|
2017
Q1 | $119K | Hold |
1,500
| – | – | 0.09% | 116 |
|
|
2016
Q4 | $111K | Buy |
+1,500
| New | +$104K | 0.09% | 111 |
|
Other funds holding AXP
Sterling Investment Advisors (Pennsylvania)'s AXP Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) held its American Express (AXP) position steady in Q2 2026 at 1,873 shares worth $634K. The position accounts for 0.11% of the portfolio, ranked #129.
Sterling Investment Advisors (Pennsylvania) first reported a position in AXP in Q4 2016 and has held it in 39 quarters since. The position peaked at $693K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 1,873 shares of American Express worth $634K as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) left its American Express share count unchanged in Q2 2026.
- American Express made up 0.11% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #129 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in American Express in Q4 2016 and has held it in 39 quarters since.
- Sterling Investment Advisors (Pennsylvania)'s American Express position peaked at $693K in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.