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

Amplius 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 		$739K Sell
2,431
-81
-3% -$27.1K 0.05% 100
2026
Q2 		$850K Buy
2,512
+1,036
+70% +$332K 0.06% 86
2026
Q1 		$446K Sell
1,476
-15
-1% -$5.03K 0.04% 115
2025
Q4 		$552K Buy
1,491
+22
+1% +$7.87K 0.05% 98
2025
Q3 		$488K Sell
1,469
-207
-12% -$65.8K 0.04% 106
2025
Q2 		$535K Buy
1,676
+46
+3% +$12.9K 0.05% 113
2025
Q1 		$439K Buy
1,630
+3
+0.2% +$887 0.05% 118
2024
Q4 		$483K Buy
1,627
+77
+5% +$22.1K 0.05% 107
2024
Q3 		$420K Buy
1,550
+2
+0.1% +$498 0.05% 110
2024
Q2 		$358K Hold
1,548
– – 0.04% 118
2024
Q1 		$352K Buy
1,548
+48
+3% +$10K 0.04% 116
2023
Q4 		$281K Buy
1,500
+40
+3% +$6.44K 0.03% 130
2023
Q3 		$218K Buy
1,460
+1
+0.1% +$164 0.03% 145
2023
Q2 		$254K Sell
1,459
-29
-2% -$4.68K 0.03% 135
2023
Q1 		$245K Buy
1,488
+35
+2% +$5.81K 0.04% 140
2022
Q4 		$215K Buy
+1,453
New +$215K 0.03% 146
2022
Q2 		– Sell
-1,463
Closed -$273K – 176
2022
Q1 		$273K Buy
1,463
+61
+4% +$11K 0.04% 140
2021
Q4 		$229K Buy
+1,402
New +$239K 0.03% 172

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its American Express (AXP) stake by 3.2% in Q3 2026, selling an estimated $27.1K and leaving 2,431 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #100.

Amplius Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $850K in Q2 2026. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Amplius Wealth Advisors held 2,431 shares of American Express worth $739K as of Q3 2026.
  • Amplius Wealth Advisors sold 81 American Express shares in Q3 2026, an estimated $27.1K.
  • American Express made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #100 holding.
  • Amplius Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's American Express position peaked at $850K in Q2 2026.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.