Acima Private Wealth’s American Express AXP Stock Holding History

Acima Private Wealth’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	$294K	Sell	966 -90	-9%	-$30.1K	0.09%	100
2026 Q2	$357K	Sell	1,056 -44	-4%	-$14.1K	0.1%	90
2026 Q1	$333K	Hold	1,100	–	–	0.1%	97
2025 Q4	$407K	Hold	1,100	–	–	0.13%	88
2025 Q3	$365K	Buy	1,100 +100	+10%	+$31.8K	0.11%	95
2025 Q2	$319K	Hold	1,000	–	–	0.11%	99
2025 Q1	$269K	Sell	1,000 -2,000	-67%	-$591K	0.1%	105
2024 Q4	$890K	Hold	3,000	–	–	0.3%	59
2024 Q3	$814K	Hold	3,000	–	–	0.27%	59
2024 Q2	$695K	Hold	3,000	–	–	0.26%	60
2024 Q1	$683K	Hold	3,000	–	–	0.25%	67
2023 Q4	$562K	Sell	3,000 -56	-2%	-$9.01K	0.22%	76
2023 Q3	$456K	Hold	3,056	–	–	0.2%	86
2023 Q2	$532K	Sell	3,056 -57	-2%	-$9.2K	0.25%	81
2023 Q1	$513K	Buy	3,113 +56	+2%	+$9.29K	0.25%	80
2022 Q4	$452K	Hold	3,057	–	–	0.23%	84
2022 Q3	$412K	Hold	3,057	–	–	0.21%	80
2022 Q2	$424K	Hold	3,057	–	–	0.21%	83
2022 Q1	$572K	Hold	3,057	–	–	0.26%	77
2021 Q4	$500K	Hold	3,057	–	–	0.22%	84
2021 Q3	$512K	Hold	3,057	–	–	0.24%	82
2021 Q2	$505K	Hold	3,057	–	–	0.23%	81
2021 Q1	$432K	Sell	3,057 -81	-3%	-$10.7K	0.21%	84
2020 Q4	$379K	Hold	3,138	–	–	0.2%	85
2020 Q3	$315K	Hold	3,138	–	–	0.19%	88
2020 Q2	$299K	Hold	3,138	–	–	0.19%	93
2020 Q1	$269K	Hold	3,138	–	–	0.21%	92
2019 Q4	$391K	Hold	3,138	–	–	0.27%	87
2019 Q3	$371K	Hold	3,138	–	–	0.28%	84
2019 Q2	$387K	Hold	3,138	–	–	0.31%	77
2019 Q1	$343K	Hold	3,138	–	–	0.29%	78
2018 Q4	$299K	Buy	+3,138	New	+$328K	0.29%	81

Other funds holding AXP

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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Acima Private Wealth's AXP Position: Q3 2026 in Review

Acima Private Wealth reduced its American Express (AXP) stake by 8.5% in Q3 2026, selling an estimated $30.1K and leaving 966 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #100.

Acima Private Wealth first reported a position in AXP in Q4 2018 and has held it in 32 quarters since. The position peaked at $890K in Q4 2024. 318 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Acima Private Wealth held 966 shares of American Express worth $294K as of Q3 2026.
Acima Private Wealth sold 90 American Express shares in Q3 2026, an estimated $30.1K.
American Express made up 0.09% of Acima Private Wealth's portfolio in Q3 2026, its #100 holding.
Acima Private Wealth first reported a position in American Express in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's American Express position peaked at $890K in Q4 2024.
318 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.