AWA
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Aaron Wealth Advisors’s American Express AXP Stock Holding History

Aaron Wealth Advisors’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 		$1.58M Sell
5,187
-2,005
-28% -$670K 0.08% 151
2026
Q2 		$2.43M Buy
7,192
+1,098
+18% +$352K 0.12% 109
2026
Q1 		$1.84M Sell
6,094
-1,278
-17% -$429K 0.1% 119
2025
Q4 		$2.73M Buy
7,372
+2,042
+38% +$731K 0.15% 94
2025
Q3 		$1.77M Buy
5,330
+943
+21% +$300K 0.1% 125
2025
Q2 		$1.4M Buy
4,387
+71
+2% +$20K 0.14% 101
2025
Q1 		$1.16M Buy
4,316
+90
+2% +$26.6K 0.13% 108
2024
Q4 		$1.25M Buy
4,226
+152
+4% +$43.7K 0.15% 91
2024
Q3 		$1.1M Buy
4,074
+381
+10% +$94.9K 0.13% 108
2024
Q2 		$855K Buy
3,693
+426
+13% +$98.7K 0.12% 114
2024
Q1 		$744K Buy
3,267
+322
+11% +$66.8K 0.11% 120
2023
Q4 		$552K Buy
2,945
+82
+3% +$13.2K 0.09% 134
2023
Q3 		$427K Sell
2,863
-10,100
-78% -$1.65M 0.06% 165
2023
Q2 		$2.26M Buy
12,963
+93
+0.7% +$15K 0.29% 55
2023
Q1 		$2.12M Buy
12,870
+237
+2% +$39.3K 0.29% 57
2022
Q4 		$1.87M Buy
12,633
+1,104
+10% +$164K 0.27% 62
2022
Q3 		$1.55M Buy
11,529
+9,873
+596% +$1.49M 0.29% 59
2022
Q2 		$229K Buy
1,656
+383
+30% +$63.3K 0.06% 172
2022
Q1 		$238K Buy
+1,273
New +$230K 0.05% 175

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Aaron Wealth Advisors's AXP Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its American Express (AXP) stake by 28% in Q3 2026, selling an estimated $670K and leaving 5,187 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #151.

Aaron Wealth Advisors first reported a position in AXP in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.73M in Q4 2025. 326 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Aaron Wealth Advisors held 5,187 shares of American Express worth $1.58M as of Q3 2026.
  • Aaron Wealth Advisors sold 2,005 American Express shares in Q3 2026, an estimated $670K.
  • American Express made up 0.08% of Aaron Wealth Advisors's portfolio in Q3 2026, its #151 holding.
  • Aaron Wealth Advisors first reported a position in American Express in Q1 2022 and has held it in 19 quarters since.
  • Aaron Wealth Advisors's American Express position peaked at $2.73M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.