Truvestments Capital’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 | $566K | Buy |
1,870
+73
| +4% | +$24.5K | 0.1% | 183 |
|
|
2025
Q4 | $665K | Sell |
1,797
-166
| -8% | -$59.4K | 0.12% | 151 |
|
|
2025
Q3 | $652K | Buy |
1,963
+877
| +81% | +$279K | 0.12% | 155 |
|
|
2025
Q2 | $347K | Sell |
1,086
-79
| -7% | -$22.2K | 0.07% | 193 |
|
|
2025
Q1 | $314K | Sell |
1,165
-9
| -0.8% | -$2.66K | 0.07% | 195 |
|
|
2024
Q4 | $349K | Buy |
1,174
+48
| +4% | +$13.8K | 0.09% | 167 |
|
|
2024
Q3 | $305K | Buy |
1,126
+31
| +3% | +$7.72K | 0.08% | 178 |
|
|
2024
Q2 | $254K | Buy |
1,095
+1
| +0.1% | +$232 | 0.1% | 180 |
|
|
2024
Q1 | $249K | Buy |
1,094
+129
| +13% | +$26.7K | 0.1% | 183 |
|
|
2023
Q4 | $181K | Buy |
965
+1
| +0.1% | +$161 | 0.08% | 218 |
|
|
2023
Q3 | $144K | Sell |
964
-248
| -20% | -$40.6K | 0.07% | 214 |
|
|
2023
Q2 | $211K | Buy |
1,212
+251
| +26% | +$40.5K | 0.11% | 176 |
|
|
2023
Q1 | $159K | Buy |
961
+1
| +0.1% | +$166 | 0.08% | 198 |
|
|
2022
Q4 | $142K | Buy |
960
+1
| +0.1% | +$148 | 0.08% | 199 |
|
|
2022
Q3 | $129K | Sell |
959
-149
| -13% | -$22.6K | 0.08% | 183 |
|
|
2022
Q2 | $154K | Buy |
1,108
+1
| +0.1% | +$165 | 0.09% | 179 |
|
|
2022
Q1 | $207K | Buy |
1,107
+51
| +5% | +$9.21K | 0.11% | 171 |
|
|
2021
Q4 | $173K | Buy |
1,056
+1
| +0.1% | +$171 | 0.09% | 171 |
|
|
2021
Q3 | $177K | Buy |
1,055
+1
| +0.1% | +$167 | 0.1% | 163 |
|
|
2021
Q2 | $174K | Sell |
1,054
-905
| -46% | -$142K | 0.1% | 158 |
|
|
2021
Q1 | $277K | Buy |
1,959
+760
| +63% | +$100K | 0.16% | 145 |
|
|
2020
Q4 | $144K | Buy |
1,199
+393
| +49% | +$43.5K | 0.1% | 168 |
|
|
2020
Q3 | $81K | Sell |
806
-317
| -28% | -$31.2K | 0.07% | 162 |
|
|
2020
Q2 | $106K | Sell |
1,123
-132
| -11% | -$12.2K | 0.11% | 146 |
|
|
2020
Q1 | $107K | Sell |
1,255
-608
| -33% | -$70.7K | 0.14% | 120 |
|
|
2019
Q4 | $232K | Buy |
1,863
+307
| +20% | +$36.7K | 0.16% | 127 |
|
|
2019
Q3 | $184K | Buy |
1,556
+1
| +0.1% | +$123 | 0.12% | 136 |
|
|
2019
Q2 | $192K | Buy |
1,555
+2
| +0.1% | +$235 | 0.13% | 135 |
|
|
2019
Q1 | $170K | Buy |
+1,553
| New | +$163K | 0.13% | 117 |
|
|
2018
Q3 | $429K | Buy |
4,026
+869
| +28% | +$90.4K | 0.21% | 114 |
|
|
2018
Q2 | $309K | Buy |
+3,157
| New | +$310K | 0.19% | 128 |
|
Other funds holding AXP
VCM
VPM
Truvestments Capital's AXP Position: Q1 2026 in Review
Truvestments Capital increased its American Express (AXP) stake by 4.1% in Q1 2026, buying an estimated $24.5K and bringing the position to 1,870 shares worth $566K. The position accounts for 0.1% of the portfolio, ranked #183.
Truvestments Capital first reported a position in AXP in Q2 2018 and has held it in 31 quarters since. The position peaked at $665K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Truvestments Capital held 1,870 shares of American Express worth $566K as of Q1 2026.
- Truvestments Capital bought 73 American Express shares in Q1 2026, an estimated $24.5K.
- American Express made up 0.1% of Truvestments Capital's portfolio in Q1 2026, its #183 holding.
- Truvestments Capital first reported a position in American Express in Q2 2018 and has held it in 31 quarters since.
- Truvestments Capital's American Express position peaked at $665K in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.