Carter Financial Group
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Carter Financial Group’s American Express AXP Stock Holding History

Carter 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 		$370K Sell
1,218
-78
-6% -$26.1K 0.19% 86
2026
Q2 		$438K Sell
1,296
-76
-6% -$24.3K 0.23% 76
2026
Q1 		$415K Sell
1,372
-31
-2% -$10.4K 0.26% 63
2025
Q4 		$519K Sell
1,403
-105
-7% -$37.6K 0.31% 54
2025
Q3 		$501K Sell
1,508
-216
-13% -$68.7K 0.3% 56
2025
Q2 		$550K Buy
+1,724
New +$485K 0.36% 52

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Carter Financial Group's AXP Position: Q3 2026 in Review

Carter Financial Group reduced its American Express (AXP) stake by 6% in Q3 2026, selling an estimated $26.1K and leaving 1,218 shares worth $370K. The position accounts for 0.19% of the portfolio, ranked #86.

Carter Financial Group first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $550K in Q2 2025. 1,866 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Carter Financial Group held 1,218 shares of American Express worth $370K as of Q3 2026.
  • Carter Financial Group sold 78 American Express shares in Q3 2026, an estimated $26.1K.
  • American Express made up 0.19% of Carter Financial Group's portfolio in Q3 2026, its #86 holding.
  • Carter Financial Group first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's American Express position peaked at $550K in Q2 2025.
  • 1,866 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.