Whitaker-Myers Wealth Managers’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
Sell
-7,000
Closed -$2.12M 114
2026
Q1
$2.12M Buy
+7,000
New +$2.35M 0.42% 37
2025
Q3
Sell
-2,159
Closed -$689K 119
2025
Q2
$689K Buy
2,159
+390
+22% +$110K 0.17% 59
2025
Q1
$476K Buy
+1,769
New +$523K 0.13% 65
2024
Q4
Sell
-1,605
Closed -$435K 123
2024
Q3
$435K Buy
1,605
+143
+10% +$35.6K 0.14% 66
2024
Q2
$339K Buy
1,462
+231
+19% +$53.5K 0.13% 70
2024
Q1
$280K Buy
+1,231
New +$255K 0.12% 79

Other funds holding AXP

Whitaker-Myers Wealth Managers's AXP Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers sold out of American Express (AXP) in Q2 2026, closing a stake of 7,000 shares — an estimated $2.12M sold.

Whitaker-Myers Wealth Managers first reported a position in AXP in Q1 2024 and held it in 6 quarters. The position peaked at $2.12M in Q1 2026. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Whitaker-Myers Wealth Managers reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 7,000 American Express shares in Q2 2026, an estimated $2.12M.
  • Whitaker-Myers Wealth Managers first reported a position in American Express in Q1 2024 and held it in 6 quarters.
  • Whitaker-Myers Wealth Managers's American Express position peaked at $2.12M in Q1 2026.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.