Winthrop Advisory Group’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
$370K Sell
1,094
-46
-4% -$14.7K 0.02% 147
2026
Q1
$345K Sell
1,140
-186
-14% -$62.4K 0.03% 131
2025
Q4
$491K Sell
1,326
-169
-11% -$60.5K 0.04% 106
2025
Q3
$497K Sell
1,495
-27
-2% -$8.59K 0.04% 106
2025
Q2
$485K Buy
+1,522
New +$428K 0.05% 102

Other funds holding AXP

Winthrop Advisory Group's AXP Position: Q2 2026 in Review

Winthrop Advisory Group reduced its American Express (AXP) stake by 4% in Q2 2026, selling an estimated $14.7K and leaving 1,094 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #147.

Winthrop Advisory Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $497K in Q3 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Winthrop Advisory Group held 1,094 shares of American Express worth $370K as of Q2 2026.
  • Winthrop Advisory Group sold 46 American Express shares in Q2 2026, an estimated $14.7K.
  • American Express made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Winthrop Advisory Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Winthrop Advisory Group's American Express position peaked at $497K in Q3 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.