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Aurora Private Wealth’s American Express AXP Stock Holding History

Aurora Private Wealth’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 		$336K Sell
1,106
-90
-8% -$30.1K 0.21% 117
2026
Q2 		$404K Buy
1,196
+151
+14% +$48.3K 0.26% 97
2026
Q1 		$387K Sell
1,045
-103
-9% -$34.5K 0.28% 90
2025
Q4 		$425K Buy
+1,148
New +$411K 0.28% 87
2025
Q2 		$2.14M Buy
6,724
+182
+3% +$51.2K 1.59% 15
2025
Q1 		$1.76M Sell
6,542
-171
-3% -$50.5K 1.41% 17
2024
Q4 		$1.99M Buy
6,713
+269
+4% +$77.3K 1.49% 14
2024
Q3 		$1.75M Buy
6,444
+103
+2% +$25.6K 1.37% 15
2024
Q2 		$1.47M Sell
6,341
-21
-0.3% -$4.86K 1.29% 17
2024
Q1 		$1.45M Hold
6,362
– – 1.25% 18
2023
Q4 		$1.19M Hold
6,362
– – 1.12% 19
2023
Q3 		$949K Hold
6,362
– – 1.05% 23
2023
Q2 		$1.11M Sell
6,362
-297
-4% -$47.9K 1.26% 18
2023
Q1 		$1.1M Hold
6,659
– – 1.17% 19
2022
Q4 		$984K Hold
6,659
– – 1.13% 23
2022
Q3 		$898K Sell
6,659
-125
-2% -$18.9K 0.42% 40
2022
Q2 		$940K Buy
6,784
+125
+2% +$20.6K 0.42% 44
2022
Q1 		$1.24M Hold
6,659
– – 0.51% 34
2021
Q4 		$1.09M Sell
6,659
-93
-1% -$15.9K 0.47% 38
2021
Q3 		$1.13M Buy
6,752
+390
+6% +$65.2K 0.46% 45
2021
Q2 		$1.05M Buy
6,362
+210
+3% +$32.9K 0.42% 54
2021
Q1 		$870K Sell
6,152
-2
-0% -$264 0.36% 63
2020
Q4 		$744K Sell
6,154
-520
-8% -$57.6K 0.31% 71
2020
Q3 		$669K Hold
6,674
– – 0.29% 65
2020
Q2 		$635K Sell
6,674
-10,931
-62% -$1.01M 0.29% 64
2020
Q1 		$1.51M Buy
17,605
+8,025
+84% +$934K 0.53% 41
2019
Q4 		$1.19M Buy
+9,580
New +$1.14M 0.42% 43

Other funds holding AXP

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Aurora Private Wealth's AXP Position: Q3 2026 in Review

Aurora Private Wealth reduced its American Express (AXP) stake by 7.5% in Q3 2026, selling an estimated $30.1K and leaving 1,106 shares worth $336K. The position accounts for 0.21% of the portfolio, ranked #117.

Aurora Private Wealth first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q2 2025. 1,635 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Aurora Private Wealth held 1,106 shares of American Express worth $336K as of Q3 2026.
  • Aurora Private Wealth sold 90 American Express shares in Q3 2026, an estimated $30.1K.
  • American Express made up 0.21% of Aurora Private Wealth's portfolio in Q3 2026, its #117 holding.
  • Aurora Private Wealth first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's American Express position peaked at $2.14M in Q2 2025.
  • 1,635 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.