Trivium Point Advisory’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
$587K Buy
+1,736
New +$556K 0.05% 238
2026
Q1
Sell
-1,013
Closed -$375K 274
2025
Q4
$375K Buy
1,013
+11
+1% +$3.94K 0.04% 270
2025
Q3
$333K Sell
1,002
-115
-10% -$36.6K 0.03% 279
2025
Q2
$356K Buy
1,117
+12
+1% +$3.38K 0.04% 270
2025
Q1
$297K Buy
1,105
+196
+22% +$57.9K 0.04% 287
2024
Q4
$270K Sell
909
-56
-6% -$16.1K 0.03% 299
2024
Q3
$278K Buy
+965
New +$240K 0.04% 290
2023
Q3
Sell
-7,608
Closed -$1.33M 193
2023
Q2
$1.33M Buy
7,608
+444
+6% +$71.6K 0.36% 93
2023
Q1
$1.18M Buy
7,164
+482
+7% +$80K 0.32% 105
2022
Q4
$1M Buy
6,682
+51
+0.8% +$7.56K 0.29% 110
2022
Q3
$944K Buy
6,631
+310
+5% +$46.9K 0.29% 109
2022
Q2
$891K Sell
6,321
-255
-4% -$42.1K 0.27% 116
2022
Q1
$1.21M Buy
+6,576
New +$1.19M 0.27% 115

Other funds holding AXP

Trivium Point Advisory's AXP Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in American Express (AXP) in Q2 2026: 1,736 shares worth $587K. The stake represents 0.05% of the portfolio and ranks #238 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in AXP as recently as Q4 2025.

Trivium Point Advisory first reported a position in AXP in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.33M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Trivium Point Advisory held 1,736 shares of American Express worth $587K as of Q2 2026.
  • American Express was a new Trivium Point Advisory position in Q2 2026.
  • American Express made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #238 holding.
  • Trivium Point Advisory first reported a position in American Express in Q1 2022 and has held it in 13 quarters since.
  • Trivium Point Advisory's American Express position peaked at $1.33M in Q2 2023.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.