Stokes 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 | $11.1M | Sell |
32,838
-899
| -3% | -$288K | 2.38% | 12 |
|
|
2026
Q1 | $10.2M | Sell |
33,737
-1,178
| -3% | -$395K | 2.29% | 11 |
|
|
2025
Q4 | $12.9M | Sell |
34,915
-378
| -1% | -$135K | 2.95% | 7 |
|
|
2025
Q3 | $11.7M | Sell |
35,293
-10
| -0% | -$3.18K | 2.73% | 7 |
|
|
2025
Q2 | $11.3M | Buy |
35,303
+2,539
| +8% | +$715K | 2.76% | 8 |
|
|
2025
Q1 | $8.82M | Buy |
32,764
+174
| +0.5% | +$51.4K | 2.24% | 15 |
|
|
2024
Q4 | $9.67M | Sell |
32,590
-568
| -2% | -$163K | 2.5% | 13 |
|
|
2024
Q3 | $8.99M | Sell |
33,158
-45
| -0.1% | -$11.2K | 2.3% | 13 |
|
|
2024
Q2 | $7.69M | Buy |
33,203
+2,611
| +9% | +$605K | 2.14% | 17 |
|
|
2024
Q1 | $6.97M | Sell |
30,592
-983
| -3% | -$204K | 2.03% | 23 |
|
|
2023
Q4 | $5.92M | Sell |
31,575
-358
| -1% | -$57.6K | 1.87% | 29 |
|
|
2023
Q3 | $4.76M | Buy |
31,933
+5,750
| +22% | +$941K | 1.66% | 32 |
|
|
2023
Q2 | $4.56M | Buy |
26,183
+123
| +0.5% | +$19.8K | 1.54% | 36 |
|
|
2023
Q1 | $4.3M | Buy |
26,060
+143
| +0.6% | +$23.7K | 1.46% | 35 |
|
|
2022
Q4 | $3.83M | Sell |
25,917
-425
| -2% | -$63K | 1.32% | 38 |
|
|
2022
Q3 | $3.55M | Buy |
26,342
+1,153
| +5% | +$175K | 1.32% | 39 |
|
|
2022
Q2 | $3.49M | Sell |
25,189
-9,380
| -27% | -$1.55M | 1.22% | 41 |
|
|
2022
Q1 | $6.46M | Buy |
34,569
+7
| +0% | +$1.26K | 1.88% | 24 |
|
|
2021
Q4 | $5.65M | Buy |
34,562
+777
| +2% | +$132K | 1.68% | 30 |
|
|
2021
Q3 | $5.66M | Buy |
33,785
+591
| +2% | +$98.8K | 1.83% | 24 |
|
|
2021
Q2 | $5.49M | Buy |
33,194
+1,371
| +4% | +$215K | 1.8% | 25 |
|
|
2021
Q1 | $4.5M | Buy |
31,823
+498
| +2% | +$65.8K | 1.85% | 25 |
|
|
2020
Q4 | $3.79M | Buy |
31,325
+362
| +1% | +$40.1K | 1.65% | 31 |
|
|
2020
Q3 | $3.1M | Buy |
30,963
+2,102
| +7% | +$207K | 1.49% | 35 |
|
|
2020
Q2 | $2.75M | Buy |
28,861
+788
| +3% | +$72.6K | 1.45% | 37 |
|
|
2020
Q1 | $2.4M | Buy |
28,073
+1,789
| +7% | +$208K | 1.44% | 32 |
|
|
2019
Q4 | $3.27M | Buy |
26,284
+106
| +0.4% | +$12.7K | 1.65% | 27 |
|
|
2019
Q3 | $3.1M | Buy |
26,178
+2,450
| +10% | +$300K | 1.67% | 27 |
|
|
2019
Q2 | $2.93M | Sell |
23,728
-195
| -0.8% | -$22.9K | 1.66% | 28 |
|
|
2019
Q1 | $2.62M | Buy |
23,923
+980
| +4% | +$103K | 1.58% | 29 |
|
|
2018
Q4 | $2.19M | Buy |
22,943
+2,525
| +12% | +$264K | 1.51% | 29 |
|
|
2018
Q3 | $2.17M | Buy |
20,418
+475
| +2% | +$49.4K | 1.33% | 33 |
|
|
2018
Q2 | $1.95M | Buy |
19,943
+1,240
| +7% | +$122K | 1.28% | 33 |
|
|
2018
Q1 | $1.75M | Buy |
18,703
+2,144
| +13% | +$208K | 1.14% | 42 |
|
|
2017
Q4 | $1.64M | Buy |
+16,559
| New | +$1.58M | 1.11% | 43 |
|
Other funds holding AXP
RRAM
CAM
CGI
MIHAS
SMDAM
DLA
Stokes Capital Advisors's AXP Position: Q2 2026 in Review
Stokes Capital Advisors reduced its American Express (AXP) stake by 2.7% in Q2 2026, selling an estimated $288K and leaving 32,838 shares worth $11.1M. The position accounts for 2.38% of the portfolio, ranked #12.
Stokes Capital Advisors first reported a position in AXP in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.9M in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Stokes Capital Advisors held 32,838 shares of American Express worth $11.1M as of Q2 2026.
- Stokes Capital Advisors sold 899 American Express shares in Q2 2026, an estimated $288K.
- American Express made up 2.38% of Stokes Capital Advisors's portfolio in Q2 2026, its #12 holding.
- Stokes Capital Advisors first reported a position in American Express in Q4 2017 and has held it in 35 quarters since.
- Stokes Capital Advisors's American Express position peaked at $12.9M in Q4 2025.
- 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.