Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s American Express AXP Stock Holding History

Blue Zone Wealth Advisors’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 		$5.1M Sell
16,782
-3,018
-15% -$1.01M 0.8% 40
2026
Q2 		$6.7M Sell
19,800
-1,660
-8% -$531K 1.17% 22
2026
Q1 		$6.49M Sell
21,460
-1,051
-5% -$352K 1.32% 23
2025
Q4 		$8.33M Sell
22,511
-360
-2% -$129K 1.59% 19
2025
Q3 		$7.6M Buy
22,871
+230
+1% +$73.2K 1.52% 23
2025
Q2 		$7.22M Buy
22,641
+16,354
+260% +$4.6M 1.8% 19
2025
Q1 		$1.69M Sell
6,287
-795
-11% -$235K 0.47% 59
2024
Q4 		$2.1M Sell
7,082
-82
-1% -$23.6K 0.61% 58
2024
Q3 		$1.94M Sell
7,164
-567
-7% -$141K 0.6% 55
2024
Q2 		$1.79M Sell
7,731
-716
-8% -$166K 0.62% 54
2024
Q1 		$1.92M Sell
8,447
-594
-7% -$123K 0.66% 53
2023
Q4 		$1.69M Sell
9,041
-34
-0.4% -$5.47K 0.68% 51
2023
Q3 		$1.35M Sell
9,075
-33
-0.4% -$5.4K 0.59% 51
2023
Q2 		$1.59M Hold
9,108
– – 0.73% 48
2023
Q1 		$1.5M Sell
9,108
-3,599
-28% -$597K 0.8% 42
2022
Q4 		$1.88M Sell
12,707
-3
-0% -$445 1% 36
2022
Q3 		$1.72M Sell
12,710
-9,300
-42% -$1.41M 0.89% 43
2022
Q2 		$3.05M Sell
22,010
-504
-2% -$83.2K 1.38% 27
2022
Q1 		$4.21M Sell
22,514
-3,634
-14% -$656K 1.57% 24
2021
Q4 		$4.28M Sell
26,148
-19
-0.1% -$3.24K 1.41% 22
2021
Q3 		$4.38M Sell
26,167
-86
-0.3% -$14.4K 1.52% 17
2021
Q2 		$4.34M Sell
26,253
-72
-0.3% -$11.3K 1.63% 16
2021
Q1 		$3.72M Sell
26,325
-12
-0% -$1.59K 1.58% 17
2020
Q4 		$3.18M Buy
26,337
+496
+2% +$54.9K 1.54% 22
2020
Q3 		$2.59M Buy
25,841
+6,739
+35% +$663K 1.46% 20
2020
Q2 		$1.82M Buy
+19,102
New +$1.76M 1.02% 27

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 Zone Wealth Advisors's AXP Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its American Express (AXP) stake by 15% in Q3 2026, selling an estimated $1.01M and leaving 16,782 shares worth $5.1M. The position accounts for 0.8% of the portfolio, ranked #40.

Blue Zone Wealth Advisors first reported a position in AXP in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.33M in Q4 2025. 795 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Blue Zone Wealth Advisors held 16,782 shares of American Express worth $5.1M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 3,018 American Express shares in Q3 2026, an estimated $1.01M.
  • American Express made up 0.8% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #40 holding.
  • Blue Zone Wealth Advisors first reported a position in American Express in Q2 2020 and has held it in 26 quarters since.
  • Blue Zone Wealth Advisors's American Express position peaked at $8.33M in Q4 2025.
  • 795 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.