Blue Trust Inc
AXP icon

Blue Trust Inc’s American Express AXP Stock Holding History

Blue Trust Inc’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 		$1.14M Buy
3,756
+9
+0.2% +$3.01K 0.01% 271
2026
Q2 		$1.27M Sell
3,747
-75
-2% -$24K 0.01% 251
2026
Q1 		$1.16M Sell
3,822
-3,232
-46% -$1.08M 0.01% 262
2025
Q4 		$2.61M Sell
7,054
-826
-10% -$296K 0.03% 159
2025
Q3 		$2.62M Buy
7,880
+144
+2% +$45.8K 0.03% 156
2025
Q2 		$2.47M Buy
7,736
+402
+5% +$113K 0.03% 156
2025
Q1 		$1.97M Buy
7,334
+869
+13% +$257K 0.03% 160
2024
Q4 		$1.92M Sell
6,465
-1,432
-18% -$411K 0.02% 155
2024
Q3 		$1.83M Buy
7,897
+2,502
+46% +$623K 0.02% 161
2024
Q2 		$1.23M Buy
5,395
+1,151
+27% +$267K 0.02% 193
2024
Q1 		$966K Buy
4,244
+856
+25% +$177K 0.01% 175
2023
Q4 		$505K Sell
3,388
-66
-2% -$10.6K 0.01% 243
2023
Q3 		$601K Buy
3,454
+1,507
+77% +$246K 0.01% 223
2023
Q2 		$321K Sell
1,947
-3,425
-64% -$553K 0.01% 295
2023
Q1 		$794K Buy
5,372
+133
+3% +$22.1K 0.01% 214
2022
Q4 		$707K Buy
5,239
+2,372
+83% +$351K 0.01% 208
2022
Q3 		$398K Buy
2,867
+386
+16% +$58.4K 0.01% 234
2022
Q2 		$464K Buy
+2,481
New +$410K 0.01% 206

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

Blue Trust Inc's AXP Position: Q3 2026 in Review

Blue Trust Inc increased its American Express (AXP) stake by 0.24% in Q3 2026, buying an estimated $3.01K and bringing the position to 3,756 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #271.

Blue Trust Inc first reported a position in AXP in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.62M in Q3 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Blue Trust Inc held 3,756 shares of American Express worth $1.14M as of Q3 2026.
  • Blue Trust Inc bought 9 American Express shares in Q3 2026, an estimated $3.01K.
  • American Express made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #271 holding.
  • Blue Trust Inc first reported a position in American Express in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's American Express position peaked at $2.62M in Q3 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.