Aire Advisors’s American Express AXP Stock Holding History

Aire 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	$454K	Hold	1,492	–	–	0.07%	115
2026 Q2	$505K	Hold	1,492	–	–	0.08%	108
2026 Q1	$451K	Buy	1,492 +12	+0.8%	+$4.02K	0.08%	108
2025 Q4	$548K	Hold	1,480	–	–	0.1%	97
2025 Q3	$492K	Hold	1,480	–	–	0.09%	105
2025 Q2	$472K	Hold	1,480	–	–	0.09%	105
2025 Q1	$398K	Sell	1,480 -127	-8%	-$37.5K	0.08%	109
2024 Q4	$477K	Buy	1,607 +147	+10%	+$42.2K	0.1%	104
2024 Q3	$396K	Hold	1,460	–	–	0.09%	107
2024 Q2	$338K	Sell	1,460 -143	-9%	-$33.1K	0.08%	113
2024 Q1	$366K	Hold	1,603	–	–	0.08%	104
2023 Q4	$301K	Sell	1,603 -25	-2%	-$4.02K	0.07%	111
2023 Q3	$243K	Buy	1,628 +1	+0.1%	+$164	0.07%	113
2023 Q2	$284K	Hold	1,627	–	–	0.07%	110
2023 Q1	$268K	Sell	1,627 -72	-4%	-$11.9K	0.07%	112
2022 Q4	$251K	Sell	1,699 -148	-8%	-$21.9K	0.08%	114
2022 Q3	$249K	Sell	1,847 -173	-9%	-$26.2K	0.09%	121
2022 Q2	$278K	Buy	+2,020	New	+$334K	0.1%	112

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Aire Advisors's AXP Position: Q3 2026 in Review

Aire Advisors held its American Express (AXP) position steady in Q3 2026 at 1,492 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #115.

Aire Advisors first reported a position in AXP in Q2 2022 and has held it in 18 quarters since. The position peaked at $548K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Aire Advisors held 1,492 shares of American Express worth $454K as of Q3 2026.
Aire Advisors left its American Express share count unchanged in Q3 2026.
American Express made up 0.07% of Aire Advisors's portfolio in Q3 2026, its #115 holding.
Aire Advisors first reported a position in American Express in Q2 2022 and has held it in 18 quarters since.
Aire Advisors's American Express position peaked at $548K in Q4 2025.
1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Aire Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.