Advantage Trust Company
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Advantage Trust Company’s American Express AXP Stock Holding History

Advantage Trust Company’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 		$15.5K Hold
51
– – 0.01% 159
2026
Q2 		$17.3K Buy
+51
New +$16.3K 0.01% 154

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

Advantage Trust Company's AXP Position: Q3 2026 in Review

Advantage Trust Company held its American Express (AXP) position steady in Q3 2026 at 51 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #159.

Advantage Trust Company first reported a position in AXP in Q2 2026 and has held it in 2 quarters since. The position peaked at $17.3K in Q2 2026. 2,157 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Advantage Trust Company held 51 shares of American Express worth $15.5K as of Q3 2026.
  • Advantage Trust Company left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.01% of Advantage Trust Company's portfolio in Q3 2026, its #159 holding.
  • Advantage Trust Company first reported a position in American Express in Q2 2026 and has held it in 2 quarters since.
  • Advantage Trust Company's American Express position peaked at $17.3K in Q2 2026.
  • 2,157 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Advantage Trust Company's 13F filing for Q3 2026, filed 19 Oct 2026.