Verity & Verity’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
$1.1M Sell
3,651
-536
-13% -$180K 0.08% 74
2025
Q4
$1.55M Buy
4,187
+1,740
+71% +$623K 0.12% 74
2025
Q3
$813K Sell
2,447
-146
-6% -$46.4K 0.07% 84
2025
Q2
$827K Sell
2,593
-648
-20% -$182K 0.07% 86
2025
Q1
$872K Sell
3,241
-126
-4% -$37.2K 0.08% 84
2024
Q4
$999K Buy
3,367
+1,447
+75% +$416K 0.09% 80
2024
Q3
$521K Buy
1,920
+46
+2% +$11.5K 0.05% 83
2024
Q2
$434K Hold
1,874
0.05% 83
2024
Q1
$427K Hold
1,874
0.05% 83
2023
Q4
$351K Hold
1,874
0.04% 84
2023
Q3
$280K Hold
1,874
0.04% 87
2023
Q2
$326K Sell
1,874
-4,000
-68% -$645K 0.04% 79
2023
Q1
$969K Sell
5,874
-3,675
-38% -$610K 0.12% 71
2022
Q4
$1.41M Buy
9,549
+7,675
+410% +$1.14M 0.18% 68
2022
Q3
$253K Hold
1,874
0.04% 90
2022
Q2
$260K Hold
1,874
0.04% 88
2022
Q1
$350K Hold
1,874
0.05% 88
2021
Q4
$307K Buy
1,874
+250
+15% +$42.6K 0.04% 85
2021
Q3
$280K Hold
1,624
0.04% 88
2021
Q2
$268K Hold
1,624
0.04% 91
2021
Q1
$257K Buy
+1,624
New +$215K 0.04% 91
2016
Q4
Sell
-33,402
Closed -$2.14M 80
2016
Q3
$2.14M Buy
33,402
+3,642
+12% +$234K 0.79% 49
2016
Q2
$1.81M Buy
29,760
+563
+2% +$35.7K 0.7% 53
2016
Q1
$1.79M Buy
29,197
+3,374
+13% +$196K 0.76% 52
2015
Q4
$1.8M Sell
25,823
-19
-0.1% -$1.38K 0.81% 54
2015
Q3
$1.92M Buy
25,842
+96
+0.4% +$7.39K 0.94% 52
2015
Q2
$2M Sell
25,746
-66
-0.3% -$5.24K 0.97% 49
2015
Q1
$2.02M Sell
25,812
-2,312
-8% -$192K 0.92% 52
2014
Q4
$2.62M Buy
28,124
+416
+2% +$37.3K 1.24% 48
2014
Q3
$2.43M Buy
27,708
+311
+1% +$28K 1.22% 48
2014
Q2
$2.6M Buy
27,397
+1,097
+4% +$98.9K 1.33% 45
2014
Q1
$2.37M Buy
26,300
+603
+2% +$53.9K 1.29% 49
2013
Q4
$2.33M Buy
25,697
+243
+1% +$20K 1.29% 48
2013
Q3
$1.92M Sell
25,454
-744
-3% -$56K 1.11% 53
2013
Q2
$1.96M Buy
+26,198
New +$1.86M 1.2% 48

Other funds holding AXP

Verity & Verity's AXP Position: Q1 2026 in Review

Verity & Verity reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $180K and leaving 3,651 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #74.

Verity & Verity first reported a position in AXP in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.62M in Q4 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Verity & Verity held 3,651 shares of American Express worth $1.1M as of Q1 2026.
  • Verity & Verity sold 536 American Express shares in Q1 2026, an estimated $180K.
  • American Express made up 0.08% of Verity & Verity's portfolio in Q1 2026, its #74 holding.
  • Verity & Verity first reported a position in American Express in Q2 2013 and has held it in 35 quarters since.
  • Verity & Verity's American Express position peaked at $2.62M in Q4 2014.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.