Albion Financial Group
AXP icon

Albion Financial Group’s American Express AXP Stock Holding History

Albion Financial Group’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 		$179K Sell
589
-147
-20% -$49.1K 0.01% 193
2026
Q2 		$249K Buy
736
+147
+25% +$47.1K 0.01% 176
2026
Q1 		$178K Buy
589
+481
+445% +$161K 0.01% 180
2025
Q4 		$40K Buy
108
+19
+21% +$6.8K ﹤0.01% 273
2025
Q3 		$29.6K Hold
89
– – ﹤0.01% 305
2025
Q2 		$28.4K Hold
89
– – ﹤0.01% 276
2025
Q1 		$23.9K Sell
89
-103
-54% -$30.4K ﹤0.01% 297
2024
Q4 		$57K Buy
192
+89
+86% +$25.6K ﹤0.01% 245
2024
Q3 		$27.9K Hold
103
– – ﹤0.01% 269
2024
Q2 		$23.8K Hold
103
– – ﹤0.01% 282
2024
Q1 		$23.5K Buy
103
+3
+3% +$622 ﹤0.01% 268
2023
Q4 		$18.7K Sell
100
-51
-34% -$8.21K ﹤0.01% 276
2023
Q3 		$22.5K Buy
+151
New +$24.7K ﹤0.01% 255
2021
Q4 		– Sell
-9
Closed -$2K – 613
2021
Q3 		$2K Sell
9
-55
-86% -$9.2K ﹤0.01% 452
2021
Q2 		$11K Buy
+64
New +$10K ﹤0.01% 368
2020
Q4 		$8K Buy
+64
New +$7.09K ﹤0.01% 362

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

Albion Financial Group's AXP Position: Q3 2026 in Review

Albion Financial Group reduced its American Express (AXP) stake by 20% in Q3 2026, selling an estimated $49.1K and leaving 589 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #193.

Albion Financial Group first reported a position in AXP in Q4 2020 and has held it in 16 quarters since. The position peaked at $249K in Q2 2026. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Albion Financial Group held 589 shares of American Express worth $179K as of Q3 2026.
  • Albion Financial Group sold 147 American Express shares in Q3 2026, an estimated $49.1K.
  • American Express made up 0.01% of Albion Financial Group's portfolio in Q3 2026, its #193 holding.
  • Albion Financial Group first reported a position in American Express in Q4 2020 and has held it in 16 quarters since.
  • Albion Financial Group's American Express position peaked at $249K in Q2 2026.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.