Buttonwood Financial Advisors
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Buttonwood Financial Advisors’s American Express AXP Stock Holding History

Buttonwood Financial 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 		$2.45M Sell
8,044
-40
-0.5% -$13.4K 0.74% 32
2026
Q2 		$2.73M Sell
8,084
-18
-0.2% -$5.76K 0.83% 33
2026
Q1 		$2.45M Sell
8,102
-333
-4% -$112K 0.82% 34
2025
Q4 		$3.12M Sell
8,435
-249
-3% -$89.1K 1.04% 28
2025
Q3 		$2.88M Sell
8,684
-756
-8% -$240K 0.99% 29
2025
Q2 		$3.01M Sell
9,440
-393
-4% -$111K 1.21% 24
2025
Q1 		$2.65M Sell
9,833
-181
-2% -$53.5K 1.16% 24
2024
Q4 		$2.97M Sell
10,014
-369
-4% -$106K 1.31% 22
2024
Q3 		$2.82M Sell
10,383
-231
-2% -$57.5K 1.23% 25
2024
Q2 		$2.46M Sell
10,614
-370
-3% -$85.7K 1.16% 27
2024
Q1 		$2.5M Sell
10,984
-64
-0.6% -$13.3K 1.18% 29
2023
Q4 		$2.07M Sell
11,048
-222
-2% -$35.7K 1.13% 28
2023
Q3 		$1.68M Sell
11,270
-65
-0.6% -$10.6K 1.07% 28
2023
Q2 		$1.97M Sell
11,335
-43
-0.4% -$6.94K 1.24% 24
2023
Q1 		$1.88M Sell
11,378
-477
-4% -$79.1K 1.46% 20
2022
Q4 		$1.75M Sell
11,855
-114
-1% -$16.9K 1.47% 20
2022
Q3 		$1.69M Sell
11,969
-50
-0.4% -$7.57K 1.53% 21
2022
Q2 		$1.67M Sell
12,019
-191
-2% -$31.5K 1.5% 21
2022
Q1 		$2.28M Sell
12,210
-239
-2% -$43.2K 2.06% 13
2021
Q4 		$2.04M Buy
+12,449
New +$2.12M 1.99% 13

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Buttonwood Financial Advisors's AXP Position: Q3 2026 in Review

Buttonwood Financial Advisors reduced its American Express (AXP) stake by 0.49% in Q3 2026, selling an estimated $13.4K and leaving 8,044 shares worth $2.45M. The position accounts for 0.74% of the portfolio, ranked #32.

Buttonwood Financial Advisors first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.12M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Buttonwood Financial Advisors held 8,044 shares of American Express worth $2.45M as of Q3 2026.
  • Buttonwood Financial Advisors sold 40 American Express shares in Q3 2026, an estimated $13.4K.
  • American Express made up 0.74% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #32 holding.
  • Buttonwood Financial Advisors first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • Buttonwood Financial Advisors's American Express position peaked at $3.12M in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.