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BNC Wealth Management’s American Express AXP Stock Holding History

BNC Wealth 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 		$304K Sell
1,000
-16,145
-94% -$5.39M 0.07% 84
2026
Q2 		$5.8M Buy
17,145
+393
+2% +$126K 1.4% 29
2026
Q1 		$5.07M Buy
16,752
+294
+2% +$98.6K 1.41% 32
2025
Q4 		$6.09M Buy
16,458
+396
+2% +$142K 1.56% 23
2025
Q3 		$5.34M Buy
16,062
+407
+3% +$129K 1.35% 25
2025
Q2 		$4.99M Buy
15,655
+589
+4% +$166K 1.48% 22
2025
Q1 		$4.05M Buy
15,066
+162
+1% +$47.9K 1.46% 22
2024
Q4 		$4.42M Buy
14,904
+725
+5% +$208K 1.46% 23
2024
Q3 		$3.85M Buy
14,179
+602
+4% +$150K 1.42% 25
2024
Q2 		$3.14M Buy
13,577
+1,514
+13% +$351K 1.17% 29
2024
Q1 		$2.75M Buy
12,063
+263
+2% +$54.5K 1.17% 30
2023
Q4 		$2.21M Buy
11,800
+691
+6% +$111K 1.04% 32
2023
Q3 		$1.66M Buy
11,109
+242
+2% +$39.6K 0.89% 37
2023
Q2 		$1.89M Buy
10,867
+9,020
+488% +$1.46M 1% 36
2023
Q1 		$305K Sell
1,847
-476
-20% -$79K 0.17% 86
2022
Q4 		$343K Sell
2,323
-4,539
-66% -$673K 0.2% 82
2022
Q3 		$926K Sell
6,862
-457
-6% -$69.2K 0.56% 56
2022
Q2 		$1.02M Buy
7,319
+5,224
+249% +$863K 0.53% 63
2022
Q1 		$392K Buy
2,095
+164
+8% +$29.6K 0.19% 78
2021
Q4 		$316K Sell
1,931
-4,929
-72% -$841K 0.15% 87
2021
Q3 		$1.15M Buy
6,860
+1,055
+18% +$176K 0.68% 46
2021
Q2 		$959K Buy
+5,805
New +$909K 0.58% 49
2020
Q4 		– Sell
-73
Closed -$7K – 128
2020
Q3 		$7K Buy
+73
New +$7.18K ﹤0.01% 330

Other funds holding AXP

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

BNC Wealth Management's AXP Position: Q3 2026 in Review

BNC Wealth Management reduced its American Express (AXP) stake by 94% in Q3 2026, selling an estimated $5.39M and leaving 1,000 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #84.

BNC Wealth Management first reported a position in AXP in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.09M in Q4 2025. 546 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • BNC Wealth Management held 1,000 shares of American Express worth $304K as of Q3 2026.
  • BNC Wealth Management sold 16,145 American Express shares in Q3 2026, an estimated $5.39M.
  • American Express made up 0.07% of BNC Wealth Management's portfolio in Q3 2026, its #84 holding.
  • BNC Wealth Management first reported a position in American Express in Q3 2020 and has held it in 23 quarters since.
  • BNC Wealth Management's American Express position peaked at $6.09M in Q4 2025.
  • 546 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.