How many shares of AXP does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 30,305 shares of AXP (AMERICAN EXPRESS CO).

What is Aptus Capital Advisors, LLC's AXP position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's AXP position is worth $10.3M.

Is Aptus Capital Advisors, LLC buying or selling AXP?

In 2026-Q2, Aptus Capital Advisors, LLC decreased their AXP position (-32.6% change in shares).

When did Aptus Capital Advisors, LLC first buy AXP?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in AXP in 2019-Q1. They have held the position across 28 quarters.

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Aptus Capital Advisors, LLC

AXP
28 quarters

Position history for Aptus Capital Advisors, LLC's holdings in AMERICAN EXPRESS CO

Current Value

$10.3M

Current Shares

30,305

Total Value Change

+$10M

Total Shares Change

+28,234

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	30,305	-32.6%	$10.3M	0.1%	$337.33	0
2026-Q1	Decreased	44,972	-4.9%	$13.6M	0.1%	$300.70	0
2025-Q4	Increased	47,299	+19.6%	$17.5M	0.1%	$366.96	40
2025-Q3	Increased	39,562	+300.4%	$13.1M	0.1%	$328.64	45
2025-Q2	Decreased	9,881	-5.8%	$3.2M	0.0%	$314.81	0
2025-Q1	Increased	10,495	+10.0%	$2.8M	0.0%	$264.65	29
2024-Q4	Increased	9,543	+22.2%	$2.8M	0.0%	$291.26	32
2024-Q3	Increased	7,811	+21.6%	$2.1M	0.0%	$265.45	31
2024-Q2	Decreased	6,424	-1.5%	$1.5M	0.0%	$225.97	0
2024-Q1	Increased	6,521	+5.9%	$1.5M	0.0%	$221.51	27
2023-Q4	Decreased	6,157	-53.9%	$1.2M	0.0%	$181.67	0
2023-Q3	Increased	13,346	+17.9%	$2M	0.1%	$144.08	30
2023-Q2	Increased	11,316	+5.6%	$2M	0.0%	$167.66	27
2023-Q1	Increased	10,713	+168.0%	$1.8M	0.0%	$158.17	42
2022-Q4	Increased	3,997	+6.2%	$590,557	0.0%	$141.19	26
2022-Q3	Increased	3,763	+3.6%	$508,000	0.0%	$128.43	25
2022-Q2	Decreased	3,631	-3.8%	$505,000	0.0%	$131.96	0
2022-Q1	Increased	3,773	+55.7%	$706,000	0.0%	$176.85	35
2021-Q4	Increased	2,423	+16.0%	$396,000	0.0%	$154.34	27
2021-Q3	Increased	2,088	+8.9%	$350,000	0.0%	$157.65	26
2021-Q2	Increased	1,917	+5.6%	$317,000	0.0%	$155.08	25
2021-Q1	Decreased	1,816	-0.1%	$258,000	0.0%	$132.75	0
2020-Q4	New	1,818	-	$219,000	0.0%	$112.75	32
2020-Q1	Exited	0	-100.0%	$0	0.0%	$78.70	0
2019-Q4	Increased	20,630	+843.7%	$2.6M	0.2%	$114.05	51
2019-Q3	Decreased	2,186	-0.8%	$258,000	0.0%	$107.95	0
2019-Q2	Increased	2,203	+6.4%	$272,000	0.0%	$112.31	25
2019-Q1	New	2,071	-	$226,000	0.0%	$99.09	32

Other major holders of AXP: BNP PARIBAS FINANCIAL MARKETS, BERKSHIRE HATHAWAY INC

AXP28 quarters

AXP
28 quarters