WealthTrust Axiom’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 | $1.54M | Hold |
5,088
| – | – | 0.38% | 59 |
|
|
2025
Q4 | $1.88M | Hold |
5,088
| – | – | 0.48% | 46 |
|
|
2025
Q3 | $1.69M | Hold |
5,088
| – | – | 0.45% | 54 |
|
|
2025
Q2 | $1.62M | Buy |
5,088
+5
| +0.1% | +$1.41K | 0.48% | 49 |
|
|
2025
Q1 | $1.37M | Hold |
5,083
| – | – | 0.42% | 55 |
|
|
2024
Q4 | $1.51M | Sell |
5,083
-18
| -0.4% | -$5.17K | 0.45% | 51 |
|
|
2024
Q3 | $1.38M | Buy |
5,101
+644
| +14% | +$160K | 0.41% | 52 |
|
|
2024
Q2 | $1.03M | Hold |
4,457
| – | – | 0.34% | 69 |
|
|
2024
Q1 | $1.01M | Sell |
4,457
-578
| -11% | -$120K | 0.33% | 71 |
|
|
2023
Q4 | $943K | Buy |
5,035
+2,236
| +80% | +$360K | 0.32% | 71 |
|
|
2023
Q3 | $418K | Sell |
2,799
-3,354
| -55% | -$549K | 0.15% | 143 |
|
|
2023
Q2 | $1.07M | Hold |
6,153
| – | – | 0.36% | 66 |
|
|
2023
Q1 | $1.02M | Hold |
6,153
| – | – | 0.35% | 68 |
|
|
2022
Q4 | $909K | Sell |
6,153
-1
| -0% | -$148 | 0.32% | 69 |
|
|
2022
Q3 | $830K | Hold |
6,154
| – | – | 0.32% | 73 |
|
|
2022
Q2 | $853K | Buy |
6,154
+10
| +0.2% | +$1.65K | 0.3% | 74 |
|
|
2022
Q1 | $1.15M | Buy |
6,144
+30
| +0.5% | +$5.42K | 0.36% | 66 |
|
|
2021
Q4 | $1M | Hold |
6,114
| – | – | 0.32% | 73 |
|
|
2021
Q3 | $1.02M | Hold |
6,114
| – | – | 0.35% | 71 |
|
|
2021
Q2 | $1.01M | Hold |
6,114
| – | – | 0.32% | 71 |
|
|
2021
Q1 | $864K | Sell |
6,114
-300
| -5% | -$39.6K | 0.29% | 79 |
|
|
2020
Q4 | $775K | Hold |
6,414
| – | – | 0.28% | 78 |
|
|
2020
Q3 | $642K | Hold |
6,414
| – | – | 0.28% | 79 |
|
|
2020
Q2 | $610K | Buy |
6,414
+300
| +5% | +$27.6K | 0.27% | 84 |
|
|
2020
Q1 | $523K | Buy |
6,114
+200
| +3% | +$23.3K | 0.26% | 85 |
|
|
2019
Q4 | $736K | Hold |
5,914
| – | – | 0.25% | 90 |
|
|
2019
Q3 | $699K | Sell |
5,914
-726
| -11% | -$89K | 0.25% | 93 |
|
|
2019
Q2 | $819K | Hold |
6,640
| – | – | 0.28% | 84 |
|
|
2019
Q1 | $725K | Hold |
6,640
| – | – | 0.26% | 92 |
|
|
2018
Q4 | $632K | Sell |
6,640
-54
| -0.8% | -$5.65K | 0.26% | 94 |
|
|
2018
Q3 | $712K | Hold |
6,694
| – | – | 0.24% | 95 |
|
|
2018
Q2 | $655K | Hold |
6,694
| – | – | 0.23% | 101 |
|
|
2018
Q1 | $624K | Buy |
+6,694
| New | +$648K | 0.23% | 99 |
|
Other funds holding AXP
VCM
VPM
WealthTrust Axiom's AXP Position: Q1 2026 in Review
WealthTrust Axiom held its American Express (AXP) position steady in Q1 2026 at 5,088 shares worth $1.54M. The position accounts for 0.38% of the portfolio, ranked #59.
WealthTrust Axiom first reported a position in AXP in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.88M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- WealthTrust Axiom held 5,088 shares of American Express worth $1.54M as of Q1 2026.
- WealthTrust Axiom left its American Express share count unchanged in Q1 2026.
- American Express made up 0.38% of WealthTrust Axiom's portfolio in Q1 2026, its #59 holding.
- WealthTrust Axiom first reported a position in American Express in Q1 2018 and has held it in 33 quarters since.
- WealthTrust Axiom's American Express position peaked at $1.88M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.