Cache Advisors
AXP icon

Cache Advisors’s American Express AXP Stock Holding History

Cache 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 		$519K Hold
1,708
– – 0.03% 119
2026
Q2 		$578K Hold
1,708
– – 0.05% 99
2026
Q1 		$517K Hold
1,708
– – 0.06% 81
2025
Q4 		$632K Hold
1,708
– – 0.08% 72
2025
Q3 		$567K Hold
1,708
– – 0.1% 68
2025
Q2 		$545K Buy
+1,708
New +$481K 0.15% 64

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
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
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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cache Advisors's AXP Position: Q3 2026 in Review

Cache Advisors held its American Express (AXP) position steady in Q3 2026 at 1,708 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #119.

Cache Advisors first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $632K in Q4 2025. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Cache Advisors held 1,708 shares of American Express worth $519K as of Q3 2026.
  • Cache Advisors left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.03% of Cache Advisors's portfolio in Q3 2026, its #119 holding.
  • Cache Advisors first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Cache Advisors's American Express position peaked at $632K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.