Centurion Wealth Management
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Centurion Wealth Management’s American Express AXP Stock Holding History

Centurion Wealth Management’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 		$535K Buy
1,760
+4
+0.2% +$1.34K 0.13% 145
2026
Q2 		$594K Sell
1,756
-34
-2% -$10.9K 0.14% 140
2026
Q1 		$541K Sell
1,790
-23
-1% -$7.71K 0.12% 157
2025
Q4 		$671K Buy
1,813
+3
+0.2% +$1.07K 0.15% 120
2025
Q3 		$601K Buy
1,810
+1,000
+123% +$318K 0.14% 131
2025
Q2 		$258K Buy
810
+20
+3% +$5.63K 0.07% 194
2025
Q1 		$234K Hold
790
– – 0.07% 186
2024
Q4 		$234K Hold
790
– – 0.07% 186
2024
Q3 		$214K Buy
+790
New +$197K 0.07% 197

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Centurion Wealth Management's AXP Position: Q3 2026 in Review

Centurion Wealth Management increased its American Express (AXP) stake by 0.23% in Q3 2026, buying an estimated $1.34K and bringing the position to 1,760 shares worth $535K. The position accounts for 0.13% of the portfolio, ranked #145.

Centurion Wealth Management first reported a position in AXP in Q3 2024 and has held it in 9 quarters since. The position peaked at $671K in Q4 2025. 795 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Centurion Wealth Management held 1,760 shares of American Express worth $535K as of Q3 2026.
  • Centurion Wealth Management bought 4 American Express shares in Q3 2026, an estimated $1.34K.
  • American Express made up 0.13% of Centurion Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Centurion Wealth Management first reported a position in American Express in Q3 2024 and has held it in 9 quarters since.
  • Centurion Wealth Management's American Express position peaked at $671K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.