Commonwealth Financial Services
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Commonwealth Financial Services’s American Express AXP Stock Holding History

Commonwealth Financial Services’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 		$260K Sell
854
-132
-13% -$44.1K 0.05% 207
2026
Q2 		$334K Buy
986
+153
+18% +$49K 0.04% 196
2026
Q1 		$252K Buy
833
+133
+19% +$44.6K 0.04% 207
2025
Q4 		$259K Buy
700
+38
+6% +$13.6K 0.04% 191
2025
Q3 		$220K Buy
+662
New +$211K 0.04% 208

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 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

Commonwealth Financial Services's AXP Position: Q3 2026 in Review

Commonwealth Financial Services reduced its American Express (AXP) stake by 13% in Q3 2026, selling an estimated $44.1K and leaving 854 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #207.

Commonwealth Financial Services first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $334K in Q2 2026. 1,188 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Commonwealth Financial Services held 854 shares of American Express worth $260K as of Q3 2026.
  • Commonwealth Financial Services sold 132 American Express shares in Q3 2026, an estimated $44.1K.
  • American Express made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #207 holding.
  • Commonwealth Financial Services first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Commonwealth Financial Services's American Express position peaked at $334K in Q2 2026.
  • 1,188 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.