Apollon Financial
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Apollon Financial’s American Express AXP Stock Holding History

Apollon Financial’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 		$502K Sell
1,650
-6
-0.4% -$2K 0.06% 210
2026
Q2 		$560K Sell
1,656
-25
-1% -$8K 0.07% 189
2026
Q1 		$508K Buy
1,681
+5
+0.3% +$1.68K 0.07% 181
2025
Q4 		$620K Buy
1,676
+117
+8% +$41.9K 0.09% 154
2025
Q3 		$518K Buy
1,559
+256
+20% +$81.4K 0.09% 151
2025
Q2 		$416K Buy
1,303
+18
+1% +$5.07K 0.09% 158
2025
Q1 		$346K Buy
1,285
+60
+5% +$17.7K 0.08% 160
2024
Q4 		$364K Buy
+1,225
New +$352K 0.09% 145

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Apollon Financial's AXP Position: Q3 2026 in Review

Apollon Financial reduced its American Express (AXP) stake by 0.36% in Q3 2026, selling an estimated $2K and leaving 1,650 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #210.

Apollon Financial first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $620K in Q4 2025. 2,308 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Apollon Financial held 1,650 shares of American Express worth $502K as of Q3 2026.
  • Apollon Financial sold 6 American Express shares in Q3 2026, an estimated $2K.
  • American Express made up 0.06% of Apollon Financial's portfolio in Q3 2026, its #210 holding.
  • Apollon Financial first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
  • Apollon Financial's American Express position peaked at $620K in Q4 2025.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.