Aspect Partners’s American Express AXP Stock Holding History

Aspect Partners’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	$21.6K	Buy	71 +7	+11%	+$2.34K	0.01%	187
2026 Q2	$21.6K	Sell	64 -1	-2%	-$320	0.01%	195
2026 Q1	$19.7K	Buy	65 +43	+195%	+$14.4K	0.01%	189
2025 Q4	$8.14K	Buy	22 +6	+38%	+$2.15K	﹤0.01%	305
2025 Q3	$5.32K	Buy	16 +7	+78%	+$2.23K	﹤0.01%	408
2025 Q2	$2.87K	Hold	9	–	–	﹤0.01%	437
2025 Q1	$2.42K	Hold	9	–	–	﹤0.01%	429
2024 Q4	$2.67K	Hold	9	–	–	﹤0.01%	450
2024 Q3	$2.44K	Hold	9	–	–	﹤0.01%	428
2024 Q2	$2.08K	Hold	9	–	–	﹤0.01%	461
2024 Q1	$2.05K	Sell	9 -6	-40%	-$1.24K	﹤0.01%	451
2023 Q4	$2.81K	Buy	+15	New	+$2.42K	﹤0.01%	401

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspect Partners's AXP Position: Q3 2026 in Review

Aspect Partners increased its American Express (AXP) stake by 11% in Q3 2026, buying an estimated $2.34K and bringing the position to 71 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #187.

Aspect Partners first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.6K in Q2 2026. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Aspect Partners held 71 shares of American Express worth $21.6K as of Q3 2026.
Aspect Partners bought 7 American Express shares in Q3 2026, an estimated $2.34K.
American Express made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #187 holding.
Aspect Partners first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's American Express position peaked at $21.6K in Q2 2026.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.