Apollon Wealth Management
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Apollon Wealth Management’s American Express AXP Stock Holding History

Apollon Wealth Management’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 		$5.59M Buy
18,368
+273
+2% +$91.2K 0.06% 245
2026
Q2 		$6.12M Buy
18,095
+1,502
+9% +$481K 0.07% 221
2026
Q1 		$5.02M Sell
16,593
-591
-3% -$198K 0.08% 219
2025
Q4 		$6.36M Buy
17,184
+336
+2% +$120K 0.11% 168
2025
Q3 		$5.6M Buy
16,848
+589
+4% +$187K 0.1% 183
2025
Q2 		$5.19M Sell
16,259
-422
-3% -$119K 0.1% 174
2025
Q1 		$4.49M Buy
16,681
+617
+4% +$182K 0.1% 188
2024
Q4 		$4.77M Buy
16,064
+3,161
+24% +$908K 0.11% 167
2024
Q3 		$3.5M Buy
12,903
+467
+4% +$116K 0.1% 184
2024
Q2 		$2.88M Sell
12,436
-1,699
-12% -$393K 0.09% 212
2024
Q1 		$3.22M Buy
14,135
+930
+7% +$193K 0.1% 182
2023
Q4 		$2.47M Buy
13,205
+6,705
+103% +$1.08M 0.09% 211
2023
Q3 		$970K Sell
6,500
-1,754
-21% -$287K 0.05% 366
2023
Q2 		$1.44M Buy
8,254
+318
+4% +$51.3K 0.07% 293
2023
Q1 		$1.31M Buy
7,936
+709
+10% +$118K 0.08% 259
2022
Q4 		$1.07M Buy
7,227
+874
+14% +$130K 0.08% 275
2022
Q3 		$857K Sell
6,353
-52
-0.8% -$7.87K 0.07% 299
2022
Q2 		$888K Sell
6,405
-787
-11% -$130K 0.07% 293
2022
Q1 		$1.34M Buy
7,192
+1,402
+24% +$253K 0.1% 219
2021
Q4 		$947K Buy
5,790
+1,906
+49% +$325K 0.07% 295
2021
Q3 		$651K Buy
3,884
+1,693
+77% +$283K 0.09% 218
2021
Q2 		$362K Buy
2,191
+160
+8% +$25.1K 0.06% 255
2021
Q1 		$287K Buy
+2,031
New +$268K 0.06% 274
2020
Q3 		– Sell
-502
Closed -$48K – 198
2020
Q2 		$48K Buy
+502
New +$46.2K 0.03% 253
2019
Q3 		– Sell
-558
Closed -$69K – 69
2019
Q2 		$69K Buy
+558
New +$65.5K 0.08% 82

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

Apollon Wealth Management's AXP Position: Q3 2026 in Review

Apollon Wealth Management increased its American Express (AXP) stake by 1.5% in Q3 2026, buying an estimated $91.2K and bringing the position to 18,368 shares worth $5.59M. The position accounts for 0.06% of the portfolio, ranked #245.

Apollon Wealth Management first reported a position in AXP in Q2 2019 and has held it in 25 quarters since. The position peaked at $6.36M in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Apollon Wealth Management held 18,368 shares of American Express worth $5.59M as of Q3 2026.
  • Apollon Wealth Management bought 273 American Express shares in Q3 2026, an estimated $91.2K.
  • American Express made up 0.06% of Apollon Wealth Management's portfolio in Q3 2026, its #245 holding.
  • Apollon Wealth Management first reported a position in American Express in Q2 2019 and has held it in 25 quarters since.
  • Apollon Wealth Management's American Express position peaked at $6.36M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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