Whitener Capital Management’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 | $606K | Hold |
1,792
| – | – | 0.13% | 111 |
|
|
2026
Q1 | $542K | Sell |
1,792
-28
| -2% | -$9.39K | 0.12% | 115 |
|
|
2025
Q4 | $673K | Hold |
1,820
| – | – | 0.15% | 97 |
|
|
2025
Q3 | $605K | Sell |
1,820
-25
| -1% | -$7.95K | 0.14% | 98 |
|
|
2025
Q2 | $589K | Hold |
1,845
| – | – | 0.16% | 98 |
|
|
2025
Q1 | $496K | Sell |
1,845
-95
| -5% | -$28.1K | 0.14% | 103 |
|
|
2024
Q4 | $576K | Hold |
1,940
| – | – | 0.16% | 96 |
|
|
2024
Q3 | $526K | Sell |
1,940
-70
| -3% | -$17.4K | 0.15% | 99 |
|
|
2024
Q2 | $465K | Hold |
2,010
| – | – | 0.14% | 102 |
|
|
2024
Q1 | $458K | Sell |
2,010
-50
| -2% | -$10.4K | 0.15% | 99 |
|
|
2023
Q4 | $386K | Hold |
2,060
| – | – | 0.14% | 106 |
|
|
2023
Q3 | $307K | Hold |
2,060
| – | – | 0.12% | 110 |
|
|
2023
Q2 | $359K | Hold |
2,060
| – | – | 0.14% | 103 |
|
|
2023
Q1 | $340K | Hold |
2,060
| – | – | 0.14% | 105 |
|
|
2022
Q4 | $304K | Hold |
2,060
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $277K | Hold |
2,060
| – | – | 0.13% | 109 |
|
|
2022
Q2 | $285K | Hold |
2,060
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $385K | Sell |
2,060
-90
| -4% | -$16.3K | 0.14% | 108 |
|
|
2021
Q4 | $351K | Hold |
2,150
| – | – | 0.13% | 109 |
|
|
2021
Q3 | $259K | Hold |
2,150
| – | – | 0.12% | 117 |
|
|
2021
Q2 | $355K | Hold |
2,150
| – | – | 0.14% | 105 |
|
|
2021
Q1 | $304K | Hold |
2,150
| – | – | 0.13% | 114 |
|
|
2020
Q4 | $259K | Hold |
2,150
| – | – | 0.12% | 118 |
|
|
2020
Q3 | $215K | Hold |
2,150
| – | – | 0.1% | 121 |
|
|
2020
Q2 | $204K | Buy |
+2,150
| New | +$198K | 0.11% | 126 |
|
|
2020
Q1 | – | Sell |
-2,150
| Closed | -$267K | – | 117 |
|
|
2019
Q4 | $267K | Hold |
2,150
| – | – | 0.14% | 116 |
|
|
2019
Q3 | $254K | Hold |
2,150
| – | – | 0.14% | 111 |
|
|
2019
Q2 | $265K | Hold |
2,150
| – | – | 0.15% | 107 |
|
|
2019
Q1 | $234K | Sell |
2,150
-100
| -4% | -$10.5K | 0.15% | 107 |
|
|
2018
Q4 | $214K | Hold |
2,250
| – | – | 0.16% | 110 |
|
|
2018
Q3 | $239K | Hold |
2,250
| – | – | 0.16% | 112 |
|
|
2018
Q2 | $220K | Hold |
2,250
| – | – | 0.17% | 118 |
|
|
2018
Q1 | $209K | Hold |
2,250
| – | – | 0.16% | 115 |
|
|
2017
Q4 | $223K | Buy |
+2,250
| New | +$214K | 0.19% | 107 |
|
Other funds holding AXP
Whitener Capital Management's AXP Position: Q2 2026 in Review
Whitener Capital Management held its American Express (AXP) position steady in Q2 2026 at 1,792 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #111.
Whitener Capital Management first reported a position in AXP in Q4 2017 and has held it in 34 quarters since. The position peaked at $673K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Whitener Capital Management held 1,792 shares of American Express worth $606K as of Q2 2026.
- Whitener Capital Management left its American Express share count unchanged in Q2 2026.
- American Express made up 0.13% of Whitener Capital Management's portfolio in Q2 2026, its #111 holding.
- Whitener Capital Management first reported a position in American Express in Q4 2017 and has held it in 34 quarters since.
- Whitener Capital Management's American Express position peaked at $673K in Q4 2025.
- 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.