Brian Low Financial Group
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Brian Low Financial Group’s American Express AXP Stock Holding History

Brian Low Financial Group’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 		$1.8M Buy
5,907
+270
+5% +$90.2K 1% 34
2026
Q2 		$1.91M Buy
5,637
+817
+17% +$262K 1.11% 26
2026
Q1 		$1.46M Buy
4,820
+2,011
+72% +$674K 0.99% 31
2025
Q4 		$1.04M Buy
2,809
+213
+8% +$76.2K 0.74% 43
2025
Q3 		$862K Buy
+2,596
New +$826K 0.67% 53

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Brian Low Financial Group's AXP Position: Q3 2026 in Review

Brian Low Financial Group increased its American Express (AXP) stake by 4.8% in Q3 2026, buying an estimated $90.2K and bringing the position to 5,907 shares worth $1.8M. The position accounts for 1% of the portfolio, ranked #34.

Brian Low Financial Group first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q2 2026. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Brian Low Financial Group held 5,907 shares of American Express worth $1.8M as of Q3 2026.
  • Brian Low Financial Group bought 270 American Express shares in Q3 2026, an estimated $90.2K.
  • American Express made up 1% of Brian Low Financial Group's portfolio in Q3 2026, its #34 holding.
  • Brian Low Financial Group first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Brian Low Financial Group's American Express position peaked at $1.91M in Q2 2026.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.