Avidian Wealth Enterprises
AXP icon

Avidian Wealth Enterprises’s American Express AXP Stock Holding History

Avidian Wealth Enterprises’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 		$1.2M Buy
3,943
+1,078
+38% +$360K 0.03% 297
2026
Q2 		$969K Buy
2,865
+485
+20% +$155K 0.03% 325
2026
Q1 		$720K Sell
2,380
-100
-4% -$33.5K 0.02% 358
2025
Q4 		$918K Sell
2,480
-40
-2% -$14.3K 0.03% 244
2025
Q3 		$837K Buy
2,520
+264
+12% +$84K 0.03% 248
2025
Q2 		$720K Buy
2,256
+323
+17% +$90.9K 0.03% 256
2025
Q1 		$520K Buy
1,933
+22
+1% +$6.5K 0.02% 301
2024
Q4 		$567K Buy
1,911
+125
+7% +$35.9K 0.03% 275
2024
Q3 		$484K Buy
+1,786
New +$445K 0.02% 301
2023
Q2 		– Sell
-2,129
Closed -$351K – 417
2023
Q1 		$351K Buy
2,129
+37
+2% +$6.14K 0.02% 358
2022
Q4 		$309K Buy
+2,092
New +$310K 0.02% 355

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
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
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Avidian Wealth Enterprises's AXP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its American Express (AXP) stake by 38% in Q3 2026, buying an estimated $360K and bringing the position to 3,943 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #297.

Avidian Wealth Enterprises first reported a position in AXP in Q4 2022 and has held it in 11 quarters since. 1,441 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Avidian Wealth Enterprises held 3,943 shares of American Express worth $1.2M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,078 American Express shares in Q3 2026, an estimated $360K.
  • American Express made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #297 holding.
  • Avidian Wealth Enterprises first reported a position in American Express in Q4 2022 and has held it in 11 quarters since.
  • 1,441 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.