Beaumont Asset Management
AXP icon

Beaumont Asset Management’s American Express AXP Stock Holding History

Beaumont Asset 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 		$1.69M Buy
5,547
+20
+0.4% +$6.68K 0.58% 31
2026
Q2 		$1.87M Sell
5,527
-6
-0.1% -$1.92K 0.73% 29
2026
Q1 		$1.67M Buy
5,533
+735
+15% +$246K 0.75% 28
2025
Q4 		$1.78M Sell
4,798
-86
-2% -$30.8K 0.89% 25
2025
Q3 		$1.62M Buy
4,884
+46
+1% +$14.6K 0.82% 24
2025
Q2 		$1.54M Buy
4,838
+4
+0.1% +$1.13K 0.83% 23
2025
Q1 		$1.3M Buy
4,834
+13
+0.3% +$3.84K 0.79% 26
2024
Q4 		$1.43M Sell
4,821
-84
-2% -$24.1K 0.83% 22
2024
Q3 		$1.33M Buy
4,905
+94
+2% +$23.4K 0.77% 25
2024
Q2 		$1.11M Buy
4,811
+51
+1% +$11.8K 0.72% 29
2024
Q1 		$1.08M Buy
4,760
+472
+11% +$97.9K 0.72% 28
2023
Q4 		$803K Buy
4,288
+24
+0.6% +$3.86K 0.57% 37
2023
Q3 		$636K Sell
4,264
-5
-0.1% -$818 0.52% 38
2023
Q2 		$744K Buy
4,269
+8
+0.2% +$1.29K 0.56% 37
2023
Q1 		$703K Sell
4,261
-55
-1% -$9.12K 0.52% 37
2022
Q4 		$638K Buy
4,316
+8
+0.2% +$1.18K 0.47% 41
2022
Q3 		$581K Sell
4,308
-34
-0.8% -$5.15K 0.46% 40
2022
Q2 		$601K Sell
4,342
-39
-0.9% -$6.44K 0.45% 39
2022
Q1 		$819K Buy
4,381
+116
+3% +$20.9K 0.55% 34
2021
Q4 		$697K Buy
4,265
+208
+5% +$35.5K 0.46% 37
2021
Q3 		$679K Buy
4,057
+60
+2% +$10K 0.51% 34
2021
Q2 		$660K Buy
3,997
+111
+3% +$17.4K 0.51% 34
2021
Q1 		$549K Buy
3,886
+32
+0.8% +$4.23K 0.46% 37
2020
Q4 		$465K Buy
3,854
+140
+4% +$15.5K 0.42% 37
2020
Q3 		$372K Sell
3,714
-124
-3% -$12.2K 0.37% 43
2020
Q2 		$365K Buy
+3,838
New +$353K 0.38% 39

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

Beaumont Asset Management's AXP Position: Q3 2026 in Review

Beaumont Asset Management increased its American Express (AXP) stake by 0.36% in Q3 2026, buying an estimated $6.68K and bringing the position to 5,547 shares worth $1.69M. The position accounts for 0.58% of the portfolio, ranked #31.

Beaumont Asset Management first reported a position in AXP in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.87M in Q2 2026. 801 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Beaumont Asset Management held 5,547 shares of American Express worth $1.69M as of Q3 2026.
  • Beaumont Asset Management bought 20 American Express shares in Q3 2026, an estimated $6.68K.
  • American Express made up 0.58% of Beaumont Asset Management's portfolio in Q3 2026, its #31 holding.
  • Beaumont Asset Management first reported a position in American Express in Q2 2020 and has held it in 26 quarters since.
  • Beaumont Asset Management's American Express position peaked at $1.87M in Q2 2026.
  • 801 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.