Apella Capital
AXP icon

Apella Capital’s American Express AXP Stock Holding History

Apella Capital’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 		$1.72M Sell
5,651
-91
-2% -$30.4K 0.02% 304
2026
Q2 		$2.01M Sell
5,742
-270
-4% -$86.4K 0.03% 261
2026
Q1 		$1.99M Buy
6,012
+1,439
+31% +$482K 0.03% 257
2025
Q4 		$1.69M Buy
4,573
+193
+4% +$69.1K 0.03% 218
2025
Q3 		$1.42M Buy
4,380
+333
+8% +$106K 0.03% 212
2025
Q2 		$1.31M Buy
4,047
+3,055
+308% +$860K 0.04% 193
2025
Q1 		$260K Buy
992
+61
+7% +$18K 0.01% 335
2024
Q4 		$276K Sell
931
-29
-3% -$8.33K 0.01% 293
2024
Q3 		$260K Buy
960
+29
+3% +$7.22K 0.01% 285
2024
Q2 		$221K Buy
931
+1
+0.1% +$232 0.01% 288
2024
Q1 		$204K Buy
+930
New +$193K 0.01% 283

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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Apella Capital's AXP Position: Q3 2026 in Review

Apella Capital reduced its American Express (AXP) stake by 1.6% in Q3 2026, selling an estimated $30.4K and leaving 5,651 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #304.

Apella Capital first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.01M in Q2 2026. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Apella Capital held 5,651 shares of American Express worth $1.72M as of Q3 2026.
  • Apella Capital sold 91 American Express shares in Q3 2026, an estimated $30.4K.
  • American Express made up 0.02% of Apella Capital's portfolio in Q3 2026, its #304 holding.
  • Apella Capital first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
  • Apella Capital's American Express position peaked at $2.01M in Q2 2026.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.