Acorn Wealth Advisors
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Acorn Wealth Advisors’s American Express AXP Stock Holding History

Acorn 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 		$505K Buy
1,660
+15
+0.9% +$5.01K 0.12% 155
2026
Q2 		$556K Sell
1,645
-1
-0.1% -$320 0.14% 147
2026
Q1 		$498K Buy
1,646
+2
+0.1% +$671 0.15% 142
2025
Q4 		$608K Buy
1,644
+2
+0.1% +$716 0.18% 118
2025
Q3 		$545K Sell
1,642
-1
-0.1% -$318 0.17% 131
2025
Q2 		$524K Sell
1,643
-1
-0.1% -$281 0.2% 114
2025
Q1 		$442K Hold
1,644
– – 0.18% 119
2024
Q4 		$488K Hold
1,644
– – 0.2% 106
2024
Q3 		$446K Hold
1,644
– – 0.19% 105
2024
Q2 		$381K Buy
1,644
+31
+2% +$7.18K 0.19% 109
2024
Q1 		$367K Buy
1,613
+1
+0.1% +$207 0.19% 110
2023
Q4 		$302K Sell
1,612
-1
-0.1% -$161 0.18% 126
2023
Q3 		$241K Buy
1,613
+3
+0.2% +$491 0.16% 149
2023
Q2 		$280K Hold
1,610
– – 0.19% 128
2023
Q1 		$266K Hold
1,610
– – 0.2% 131
2022
Q4 		$238K Buy
1,610
+24
+2% +$3.56K 0.18% 131
2022
Q3 		$214K Buy
1,586
+10
+0.6% +$1.51K 0.18% 141
2022
Q2 		$218K Buy
1,576
+1
+0.1% +$165 0.17% 148
2022
Q1 		$295K Buy
1,575
+1
+0.1% +$181 0.2% 126
2021
Q4 		$258K Hold
1,574
– – 0.16% 143
2021
Q3 		$264K Buy
1,574
+1
+0.1% +$167 0.18% 133
2021
Q2 		$260K Buy
1,573
+1
+0.1% +$157 0.18% 135
2021
Q1 		$222K Buy
+1,572
New +$208K 0.16% 147
2018
Q3 		– Sell
-195
Closed -$19K – 140
2018
Q2 		$19K Buy
195
+1
+0.5% +$98 0.02% 396
2018
Q1 		$19K Hold
194
– – 0.02% 391
2017
Q4 		$20K Buy
+194
New +$18.5K 0.02% 376

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

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

Acorn Wealth Advisors increased its American Express (AXP) stake by 0.91% in Q3 2026, buying an estimated $5.01K and bringing the position to 1,660 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #155.

Acorn Wealth Advisors first reported a position in AXP in Q4 2017 and has held it in 26 quarters since. The position peaked at $608K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Acorn Wealth Advisors held 1,660 shares of American Express worth $505K as of Q3 2026.
  • Acorn Wealth Advisors bought 15 American Express shares in Q3 2026, an estimated $5.01K.
  • American Express made up 0.12% of Acorn Wealth Advisors's portfolio in Q3 2026, its #155 holding.
  • Acorn Wealth Advisors first reported a position in American Express in Q4 2017 and has held it in 26 quarters since.
  • Acorn Wealth Advisors's American Express position peaked at $608K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.