Strategic Wealth Partners’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 | $13M | Buy |
43,108
+13,656
| +46% | +$4.58M | 0.9% | 29 |
|
|
2025
Q4 | $10.9M | Buy |
29,452
+213
| +0.7% | +$76.2K | 0.75% | 44 |
|
|
2025
Q3 | $9.71M | Buy |
29,239
+19,569
| +202% | +$6.22M | 0.73% | 43 |
|
|
2025
Q2 | $3.08M | Buy |
+9,670
| New | +$2.72M | 0.24% | 83 |
|
|
2024
Q4 | $2.97M | Sell |
9,658
-1,300
| -12% | -$373K | 0.25% | 89 |
|
|
2024
Q3 | $2.97M | Buy |
10,958
+98
| +0.9% | +$24.4K | 0.29% | 89 |
|
|
2024
Q2 | $2.51M | Sell |
10,860
-23,370
| -68% | -$5.41M | 0.26% | 89 |
|
|
2024
Q1 | $7.79M | Buy |
34,230
+1,752
| +5% | +$363K | 0.86% | 30 |
|
|
2023
Q4 | $6.08M | Buy |
32,478
+5,018
| +18% | +$808K | 0.75% | 40 |
|
|
2023
Q3 | $4.1M | Buy |
27,460
+1,234
| +5% | +$202K | 0.54% | 47 |
|
|
2023
Q2 | $4.57M | Sell |
26,226
-477
| -2% | -$77K | 0.59% | 42 |
|
|
2023
Q1 | $4.4M | Buy |
26,703
+962
| +4% | +$160K | 0.68% | 33 |
|
|
2022
Q4 | $3.8M | Buy |
25,741
+2,430
| +10% | +$360K | 0.71% | 36 |
|
|
2022
Q3 | $3.14M | Buy |
23,311
+1,611
| +7% | +$244K | 0.67% | 41 |
|
|
2022
Q2 | $3.01M | Sell |
21,700
-949
| -4% | -$157K | 0.65% | 49 |
|
|
2022
Q1 | $4.24M | Buy |
22,649
+1,156
| +5% | +$209K | 0.83% | 29 |
|
|
2021
Q4 | $3.52M | Buy |
21,493
+2,036
| +10% | +$347K | 0.67% | 46 |
|
|
2021
Q3 | $3.26M | Buy |
19,457
+1,452
| +8% | +$243K | 0.96% | 18 |
|
|
2021
Q2 | $2.98M | Sell |
18,005
-478
| -3% | -$74.9K | 0.97% | 18 |
|
|
2021
Q1 | $2.61M | Buy |
18,483
+670
| +4% | +$88.5K | 1.04% | 21 |
|
|
2020
Q4 | $2.15M | Buy |
17,813
+511
| +3% | +$56.6K | 0.9% | 24 |
|
|
2020
Q3 | $1.74M | Sell |
17,302
-109
| -0.6% | -$10.7K | 0.88% | 24 |
|
|
2020
Q2 | $1.66M | Buy |
17,411
+3,572
| +26% | +$329K | 0.86% | 28 |
|
|
2020
Q1 | $1.72M | Buy |
+13,839
| New | +$1.61M | 0.9% | 25 |
|
|
2019
Q4 | – | Sell |
-14,706
| Closed | -$173K | – | 160 |
|
|
2019
Q3 | $173K | Sell |
14,706
-315
| -2% | -$38.6K | 0.89% | 36 |
|
|
2019
Q2 | $1.85M | Sell |
15,021
-1,237
| -8% | -$145K | 0.89% | 22 |
|
|
2019
Q1 | $1.81M | Buy |
16,258
+2,293
| +16% | +$241K | 0.83% | 26 |
|
|
2018
Q4 | $1.38M | Buy |
13,965
+20
| +0.1% | +$2.09K | 0.7% | 31 |
|
|
2018
Q3 | $1.49M | Buy |
13,945
+881
| +7% | +$91.6K | 0.79% | 34 |
|
|
2018
Q2 | $1.28M | Sell |
13,064
-1,292
| -9% | -$127K | 0.74% | 30 |
|
|
2018
Q1 | $1.34M | Buy |
14,356
+981
| +7% | +$95K | 0.69% | 39 |
|
|
2017
Q4 | $1.25M | Buy |
+13,375
| New | +$1.27M | 0.7% | 40 |
|
Other funds holding AXP
VCM
VPM
Strategic Wealth Partners's AXP Position: Q1 2026 in Review
Strategic Wealth Partners increased its American Express (AXP) stake by 46% in Q1 2026, buying an estimated $4.58M and bringing the position to 43,108 shares worth $13M. The position accounts for 0.9% of the portfolio, ranked #29.
Strategic Wealth Partners first reported a position in AXP in Q4 2017 and has held it in 32 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Strategic Wealth Partners held 43,108 shares of American Express worth $13M as of Q1 2026.
- Strategic Wealth Partners bought 13,656 American Express shares in Q1 2026, an estimated $4.58M.
- American Express made up 0.9% of Strategic Wealth Partners's portfolio in Q1 2026, its #29 holding.
- Strategic Wealth Partners first reported a position in American Express in Q4 2017 and has held it in 32 quarters since.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.