Summit Securities Group’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 | $368K | Sell |
1,218
-482
| -28% | -$162K | 0.05% | 175 |
|
|
2025
Q4 | $629K | Buy |
1,700
+1,144
| +206% | +$409K | 0.08% | 173 |
|
|
2025
Q3 | $185K | Buy |
556
+520
| +1,444% | +$165K | 0.04% | 277 |
|
|
2025
Q2 | $11.5K | Buy |
+36
| New | +$10.1K | ﹤0.01% | 861 |
|
|
2023
Q4 | – | Sell |
-700
| Closed | -$113K | – | 671 |
|
|
2023
Q3 | $104K | Sell |
700
-366
| -34% | -$59.9K | 0.01% | 218 |
|
|
2023
Q2 | $186K | Buy |
+1,066
| New | +$172K | 0.02% | 224 |
|
|
2023
Q1 | – | Sell |
-2,435
| Closed | -$360K | – | 810 |
|
|
2022
Q4 | $360K | Sell |
2,435
-3,854
| -61% | -$571K | 0.01% | 292 |
|
|
2022
Q3 | $848K | Buy |
6,289
+433
| +7% | +$65.5K | 0.06% | 185 |
|
|
2022
Q2 | $812K | Buy |
5,856
+4,756
| +432% | +$786K | 0.1% | 143 |
|
|
2022
Q1 | $206K | Sell |
1,100
-3,100
| -74% | -$560K | 0.02% | 376 |
|
|
2021
Q4 | $687K | Sell |
4,200
-8,683
| -67% | -$1.48M | 0.03% | 305 |
|
|
2021
Q3 | $2.16M | Sell |
12,883
-623
| -5% | -$104K | 0.17% | 145 |
|
|
2021
Q2 | $2.23M | Buy |
13,506
+7,506
| +125% | +$1.18M | 0.18% | 123 |
|
|
2021
Q1 | $849K | Buy |
6,000
+3,900
| +186% | +$515K | 0.09% | 227 |
|
|
2020
Q4 | $254K | Buy |
+2,100
| New | +$233K | 0.02% | 484 |
|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$1.25M | – | 297 |
|
|
2019
Q4 | $1.25M | Buy |
+10,000
| New | +$1.2M | 0.09% | 189 |
|
|
2018
Q1 | – | Sell |
-9,800
| Closed | -$973K | – | 153 |
|
|
2017
Q4 | $973K | Buy |
9,800
+5,800
| +145% | +$552K | 0.12% | 60 |
|
|
2017
Q3 | $362K | Buy |
+4,000
| New | +$344K | 0.06% | 134 |
|
|
2016
Q1 | – | Sell |
-4,720
| Closed | -$328K | – | 148 |
|
|
2015
Q4 | $328K | Buy |
+4,720
| New | +$343K | 0.11% | 136 |
|
|
2015
Q3 | – | Sell |
-4,100
| Closed | -$319K | – | 370 |
|
|
2015
Q2 | $319K | Buy |
4,100
+3,700
| +925% | +$294K | 0.16% | 48 |
|
|
2015
Q1 | $31K | Sell |
400
-1,300
| -76% | -$108K | 0.02% | 230 |
|
|
2014
Q4 | $158K | Sell |
1,700
-6,200
| -78% | -$556K | 0.05% | 220 |
|
|
2014
Q3 | $692K | Buy |
+7,900
| New | +$711K | 0.2% | 82 |
|
|
2014
Q1 | – | Sell |
-2,200
| Closed | -$200K | – | 407 |
|
|
2013
Q4 | $200K | Sell |
2,200
-2,100
| -49% | -$173K | 0.03% | 174 |
|
|
2013
Q3 | $325K | Buy |
+4,300
| New | +$323K | 0.11% | 88 |
|
Other funds holding AXP
VCM
VPM
Summit Securities Group's AXP Position: Q1 2026 in Review
Summit Securities Group reduced its American Express (AXP) stake by 28% in Q1 2026, selling an estimated $162K and leaving 1,218 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #175.
Summit Securities Group first reported a position in AXP in Q3 2013 and has held it in 25 quarters since. The position peaked at $2.23M in Q2 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Summit Securities Group held 1,218 shares of American Express worth $368K as of Q1 2026.
- Summit Securities Group sold 482 American Express shares in Q1 2026, an estimated $162K.
- American Express made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #175 holding.
- Summit Securities Group first reported a position in American Express in Q3 2013 and has held it in 25 quarters since.
- Summit Securities Group's American Express position peaked at $2.23M in Q2 2021.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.