Annex Advisory Services
AXP icon

Annex Advisory Services’s American Express AXP Stock Holding History

Annex Advisory Services’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 		$560K Sell
1,840
-45
-2% -$15K 0.01% 261
2026
Q2 		$638K Buy
1,885
+1
+0.1% +$320 0.01% 231
2026
Q1 		$570K Buy
1,884
+374
+25% +$125K 0.01% 239
2025
Q4 		$559K Buy
1,510
+237
+19% +$84.8K 0.01% 238
2025
Q3 		$423K Sell
1,273
-7
-0.5% -$2.23K 0.01% 230
2025
Q2 		$408K Sell
1,280
-580
-31% -$163K 0.01% 231
2025
Q1 		$500K Buy
1,860
+310
+20% +$91.6K 0.01% 210
2024
Q4 		$460K Sell
1,550
-6
-0.4% -$1.72K 0.01% 217
2024
Q3 		$422K Buy
1,556
+28
+2% +$6.97K 0.01% 199
2024
Q2 		$354K Hold
1,528
– – 0.01% 213
2024
Q1 		$348K Sell
1,528
-293
-16% -$60.8K 0.01% 213
2023
Q4 		$341K Buy
1,821
+313
+21% +$50.4K 0.01% 202
2023
Q3 		$225K Sell
1,508
-324
-18% -$53K 0.01% 232
2023
Q2 		$319K Buy
1,832
+314
+21% +$50.7K 0.02% 181
2023
Q1 		$250K Sell
1,518
-21
-1% -$3.48K 0.01% 202
2022
Q4 		$227K Sell
1,539
-198
-11% -$29.3K 0.01% 224
2022
Q3 		$234K Sell
1,737
-126
-7% -$19.1K 0.02% 202
2022
Q2 		$258K Buy
1,863
+27
+1% +$4.46K 0.02% 206
2022
Q1 		$343K Sell
1,836
-2,487
-58% -$449K 0.03% 181
2021
Q4 		$707K Buy
4,323
+2,886
+201% +$492K 0.05% 137
2021
Q3 		$241K Hold
1,437
– – 0.02% 182
2021
Q2 		$237K Hold
1,437
– – 0.02% 195
2021
Q1 		$203K Buy
+1,437
New +$190K 0.02% 196

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
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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Annex Advisory Services's AXP Position: Q3 2026 in Review

Annex Advisory Services reduced its American Express (AXP) stake by 2.4% in Q3 2026, selling an estimated $15K and leaving 1,840 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #261.

Annex Advisory Services first reported a position in AXP in Q1 2021 and has held it in 23 quarters since. The position peaked at $707K in Q4 2021. 636 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Annex Advisory Services held 1,840 shares of American Express worth $560K as of Q3 2026.
  • Annex Advisory Services sold 45 American Express shares in Q3 2026, an estimated $15K.
  • American Express made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #261 holding.
  • Annex Advisory Services first reported a position in American Express in Q1 2021 and has held it in 23 quarters since.
  • Annex Advisory Services's American Express position peaked at $707K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.