Abacus Wealth Partners
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Abacus Wealth Partners’s American Express AXP Stock Holding History

Abacus Wealth Partners’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 		$490K Sell
1,610
-165
-9% -$55.1K 0.06% 152
2026
Q2 		$600K Sell
1,775
-1,238
-41% -$396K 0.06% 128
2026
Q1 		$911K Sell
3,013
-290
-9% -$97.2K 0.08% 108
2025
Q4 		$1.22M Buy
3,303
+2,471
+297% +$884K 0.12% 79
2025
Q3 		$276K Buy
832
+107
+15% +$34K 0.04% 77
2025
Q2 		$231K Buy
+725
New +$204K 0.04% 96

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Abacus Wealth Partners's AXP Position: Q3 2026 in Review

Abacus Wealth Partners reduced its American Express (AXP) stake by 9.3% in Q3 2026, selling an estimated $55.1K and leaving 1,610 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #152.

Abacus Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Abacus Wealth Partners held 1,610 shares of American Express worth $490K as of Q3 2026.
  • Abacus Wealth Partners sold 165 American Express shares in Q3 2026, an estimated $55.1K.
  • American Express made up 0.06% of Abacus Wealth Partners's portfolio in Q3 2026, its #152 holding.
  • Abacus Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Abacus Wealth Partners's American Express position peaked at $1.22M in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.