B.A. Schrock Wealth Management, Inc.’s American Express AXP Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.76M	Buy	+9,134	New	+$3.05M	1.01%	34

Other funds holding AXP

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s AXP Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in American Express (AXP) in Q3 2026: 9,134 shares worth $2.76M. The stake represents 1.01% of the portfolio and ranks #34 among its holdings.

395 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 9,134 shares of American Express worth $2.76M as of Q3 2026.
American Express was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
American Express made up 1.01% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #34 holding.
395 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.