Antonelli Financial Advisors
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Antonelli Financial Advisors’s American Express AXP Stock Holding History

Antonelli Financial 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 		– Sell
-745
Closed -$252K – 53
2026
Q2 		$252K Sell
745
-70
-9% -$22.4K 0.17% 51
2026
Q1 		$247K Hold
815
– – 0.17% 51
2025
Q4 		$302K Buy
+815
New +$292K 0.2% 38
2025
Q3 		– Sell
-835
Closed -$266K – 47
2025
Q2 		$266K Hold
835
– – 0.19% 40
2025
Q1 		$225K Hold
835
– – 0.18% 43
2024
Q4 		$248K Buy
+835
New +$240K 0.21% 45

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Antonelli Financial Advisors's AXP Position: Q3 2026 in Review

Antonelli Financial Advisors sold out of American Express (AXP) in Q3 2026, closing a stake of 745 shares — an estimated $252K sold.

Antonelli Financial Advisors first reported a position in AXP in Q4 2024 and held it in 6 quarters. The position peaked at $302K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Antonelli Financial Advisors reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Antonelli Financial Advisors sold 745 American Express shares in Q3 2026, an estimated $252K.
  • Antonelli Financial Advisors first reported a position in American Express in Q4 2024 and held it in 6 quarters.
  • Antonelli Financial Advisors's American Express position peaked at $302K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Antonelli Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.