AWM Capital
AXP icon

AWM Capital’s American Express AXP Stock Holding History

AWM Capital’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 		$272K Buy
894
+219
+32% +$73.2K 0.02% 117
2026
Q2 		$228K Buy
+675
New +$216K 0.02% 117
2026
Q1 		– Sell
-570
Closed -$211K – 114
2025
Q4 		$211K Buy
+570
New +$204K 0.02% 101

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
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
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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AWM Capital's AXP Position: Q3 2026 in Review

AWM Capital increased its American Express (AXP) stake by 32% in Q3 2026, buying an estimated $73.2K and bringing the position to 894 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #117.

AWM Capital first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • AWM Capital held 894 shares of American Express worth $272K as of Q3 2026.
  • AWM Capital bought 219 American Express shares in Q3 2026, an estimated $73.2K.
  • American Express made up 0.02% of AWM Capital's portfolio in Q3 2026, its #117 holding.
  • AWM Capital first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.