WP Advisors’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 | $4.96M | Sell |
16,406
-86
| -0.5% | -$28.8K | 1.28% | 18 |
|
|
2025
Q4 | $6.1M | Sell |
16,492
-422
| -2% | -$151K | 1.52% | 18 |
|
|
2025
Q3 | $5.62M | Buy |
16,914
+46
| +0.3% | +$14.6K | 1.43% | 19 |
|
|
2025
Q2 | $5.38M | Buy |
16,868
+296
| +2% | +$83.3K | 1.48% | 18 |
|
|
2025
Q1 | $4.46M | Buy |
16,572
+169
| +1% | +$50K | 1.48% | 18 |
|
|
2024
Q4 | $4.87M | Buy |
16,403
+39
| +0.2% | +$11.2K | 1.62% | 16 |
|
|
2024
Q3 | $4.44M | Sell |
16,364
-1,364
| -8% | -$340K | 1.62% | 16 |
|
|
2024
Q2 | $4.1M | Sell |
17,728
-256
| -1% | -$59.3K | 1.31% | 21 |
|
|
2024
Q1 | $4.09M | Sell |
17,984
-259
| -1% | -$53.7K | 1.34% | 21 |
|
|
2023
Q4 | $3.42M | Sell |
18,243
-39
| -0.2% | -$6.28K | 1.27% | 18 |
|
|
2023
Q3 | $2.73M | Sell |
18,282
-41
| -0.2% | -$6.71K | 1.13% | 19 |
|
|
2023
Q2 | $3.19M | Buy |
18,323
+73
| +0.4% | +$11.8K | 1.28% | 16 |
|
|
2023
Q1 | $3.01M | Buy |
18,250
+117
| +0.6% | +$19.4K | 1.24% | 18 |
|
|
2022
Q4 | $2.68M | Sell |
18,133
-78
| -0.4% | -$11.6K | 1.2% | 17 |
|
|
2022
Q3 | $2.46M | Buy |
18,211
+57
| +0.3% | +$8.63K | 1.11% | 18 |
|
|
2022
Q2 | $2.52M | Sell |
18,154
-178
| -1% | -$29.4K | 1.09% | 18 |
|
|
2022
Q1 | $3.43M | Buy |
18,332
+271
| +2% | +$48.9K | 1.41% | 14 |
|
|
2021
Q4 | $2.96M | Sell |
18,061
-147
| -0.8% | -$25.1K | 1.23% | 16 |
|
|
2021
Q3 | $3.05M | Sell |
18,208
-275
| -1% | -$46K | 1.25% | 16 |
|
|
2021
Q2 | $3.05M | Sell |
18,483
-81
| -0.4% | -$12.7K | 1.27% | 18 |
|
|
2021
Q1 | $2.63M | Buy |
18,564
+470
| +3% | +$62.1K | 1.13% | 22 |
|
|
2020
Q4 | $2.19M | Buy |
18,094
+107
| +0.6% | +$11.8K | 1.06% | 25 |
|
|
2020
Q3 | $1.8M | Buy |
17,987
+12,518
| +229% | +$1.23M | 1.09% | 25 |
|
|
2020
Q2 | $521K | Buy |
5,469
+27
| +0.5% | +$2.49K | 0.37% | 35 |
|
|
2020
Q1 | $466K | Buy |
5,442
+17
| +0.3% | +$1.98K | 0.45% | 25 |
|
|
2019
Q4 | $675K | Buy |
5,425
+189
| +4% | +$22.6K | 0.7% | 24 |
|
|
2019
Q3 | $619K | Buy |
5,236
+16
| +0.3% | +$1.96K | 0.71% | 24 |
|
|
2019
Q2 | $644K | Buy |
5,220
+17
| +0.3% | +$2K | 0.72% | 24 |
|
|
2019
Q1 | $5.69K | Buy |
5,203
+19
| +0.4% | +$2K | 0.62% | 24 |
|
|
2018
Q4 | $494K | Buy |
5,184
+18
| +0.3% | +$1.88K | 0.49% | 29 |
|
|
2018
Q3 | $550K | Sell |
5,166
-54
| -1% | -$5.62K | 0.51% | 24 |
|
|
2018
Q2 | $512K | Buy |
5,220
+17
| +0.3% | +$1.67K | 0.48% | 26 |
|
|
2018
Q1 | $485K | Buy |
5,203
+19
| +0.4% | +$1.84K | 0.52% | 25 |
|
|
2017
Q4 | $515K | Sell |
5,184
-153
| -3% | -$14.6K | 0.5% | 28 |
|
|
2017
Q3 | $483K | Sell |
5,337
-91
| -2% | -$7.82K | 0.36% | 38 |
|
|
2017
Q2 | $457K | Sell |
5,428
-1,129
| -17% | -$89.3K | 0.33% | 40 |
|
|
2017
Q1 | $519K | Buy |
6,557
+81
| +1% | +$6.33K | 0.33% | 38 |
|
|
2016
Q4 | $480K | Buy |
+6,476
| New | +$448K | 0.34% | 37 |
|
Other funds holding AXP
VCM
VPM
WP Advisors's AXP Position: Q1 2026 in Review
WP Advisors reduced its American Express (AXP) stake by 0.52% in Q1 2026, selling an estimated $28.8K and leaving 16,406 shares worth $4.96M. The position accounts for 1.28% of the portfolio, ranked #18.
WP Advisors first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.1M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- WP Advisors held 16,406 shares of American Express worth $4.96M as of Q1 2026.
- WP Advisors sold 86 American Express shares in Q1 2026, an estimated $28.8K.
- American Express made up 1.28% of WP Advisors's portfolio in Q1 2026, its #18 holding.
- WP Advisors first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
- WP Advisors's American Express position peaked at $6.1M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.