BridgePort Financial Solutions’s American Express AXP Stock Holding History

BridgePort Financial Solutions’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	$686K	Buy	2,255 +289	+15%	+$96.6K	0.16%	115
2026 Q2	$665K	Sell	1,966 -43	-2%	-$13.8K	0.17%	111
2026 Q1	$608K	Sell	2,009 -34	-2%	-$11.4K	0.17%	109
2025 Q4	$756K	Hold	2,043	–	–	0.2%	95
2025 Q3	$679K	Buy	2,043 +19	+0.9%	+$6.04K	0.18%	101
2025 Q2	$645K	Hold	2,024	–	–	0.21%	94
2025 Q1	$544K	Sell	2,024 -7	-0.3%	-$2.07K	0.25%	91
2024 Q4	$597K	Buy	+2,031	New	+$584K	0.27%	81

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BridgePort Financial Solutions's AXP Position: Q3 2026 in Review

BridgePort Financial Solutions increased its American Express (AXP) stake by 15% in Q3 2026, buying an estimated $96.6K and bringing the position to 2,255 shares worth $686K. The position accounts for 0.16% of the portfolio, ranked #115.

BridgePort Financial Solutions first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $756K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

BridgePort Financial Solutions held 2,255 shares of American Express worth $686K as of Q3 2026.
BridgePort Financial Solutions bought 289 American Express shares in Q3 2026, an estimated $96.6K.
American Express made up 0.16% of BridgePort Financial Solutions's portfolio in Q3 2026, its #115 holding.
BridgePort Financial Solutions first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
BridgePort Financial Solutions's American Express position peaked at $756K in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.