Accel Wealth Management
AXP icon

Accel Wealth Management’s American Express AXP Stock Holding History

Accel Wealth Management’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 		$303K Sell
995
-14
-1% -$4.68K 0.07% 212
2026
Q2 		$341K Sell
1,009
-24
-2% -$7.68K 0.08% 203
2026
Q1 		$312K Sell
1,033
-37
-3% -$12.4K 0.08% 209
2025
Q4 		$396K Buy
1,070
+1
+0.1% +$358 0.11% 175
2025
Q3 		$355K Sell
1,069
-737
-41% -$234K 0.1% 184
2025
Q2 		$576K Buy
1,806
+144
+9% +$40.5K 0.19% 119
2025
Q1 		$447K Buy
1,662
+27
+2% +$7.98K 0.16% 136
2024
Q4 		$485K Sell
1,635
-69
-4% -$19.8K 0.18% 131
2024
Q3 		$462K Buy
1,704
+60
+4% +$14.9K 0.17% 137
2024
Q2 		$381K Sell
1,644
-97
-6% -$22.5K 0.15% 143
2024
Q1 		$396K Buy
1,741
+303
+21% +$62.8K 0.17% 128
2023
Q4 		$269K Buy
+1,438
New +$231K 0.14% 153
2023
Q2 		– Sell
-781
Closed -$129K – 224
2023
Q1 		$129K Sell
781
-28
-3% -$4.64K 0.05% 280
2022
Q4 		$120K Sell
809
-705
-47% -$104K 0.06% 218
2022
Q3 		$220K Sell
1,514
-24
-2% -$3.63K 0.12% 152
2022
Q2 		$219K Sell
1,538
-96
-6% -$15.9K 0.13% 139
2022
Q1 		$306K Sell
1,634
-97
-6% -$17.5K 0.16% 112
2021
Q4 		$283K Buy
1,731
+601
+53% +$102K 0.14% 123
2021
Q3 		$189K Buy
1,130
+870
+335% +$145K 0.12% 140
2021
Q2 		$43K Buy
260
+1
+0.4% +$157 0.03% 365
2021
Q1 		$37K Hold
259
– – 0.03% 373
2020
Q4 		$31K Buy
+259
New +$28.7K 0.03% 397

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accel Wealth Management's AXP Position: Q3 2026 in Review

Accel Wealth Management reduced its American Express (AXP) stake by 1.4% in Q3 2026, selling an estimated $4.68K and leaving 995 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #212.

Accel Wealth Management first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $576K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Accel Wealth Management held 995 shares of American Express worth $303K as of Q3 2026.
  • Accel Wealth Management sold 14 American Express shares in Q3 2026, an estimated $4.68K.
  • American Express made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #212 holding.
  • Accel Wealth Management first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's American Express position peaked at $576K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.