Coston McIsaac & Partners
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Coston McIsaac & Partners’s American Express AXP Stock Holding History

Coston McIsaac & Partners’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 		$417K Buy
1,371
+14
+1% +$4.68K 0.08% 95
2026
Q2 		$459K Hold
1,357
– – 0.09% 93
2026
Q1 		$410K Sell
1,357
-56
-4% -$18.8K 0.09% 92
2025
Q4 		$522K Buy
1,413
+157
+13% +$56.2K 0.12% 83
2025
Q3 		$417K Buy
1,256
+897
+250% +$285K 0.1% 90
2025
Q2 		$114K Hold
359
– – 0.03% 197
2025
Q1 		$96K Buy
359
+80
+29% +$23.6K 0.03% 199
2024
Q4 		$82K Hold
279
– – 0.02% 214
2024
Q3 		$75K Hold
279
– – 0.02% 221
2024
Q2 		$64K Hold
279
– – 0.02% 227
2024
Q1 		$63K Hold
279
– – 0.02% 231
2023
Q4 		$52K Hold
279
– – 0.02% 248
2023
Q3 		$41K Hold
279
– – 0.02% 269
2023
Q2 		$48K Hold
279
– – 0.02% 268
2023
Q1 		$46K Buy
279
+139
+99% +$23.1K 0.02% 269
2022
Q4 		$20K Buy
+140
New +$20.7K 0.01% 402

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Coston McIsaac & Partners's AXP Position: Q3 2026 in Review

Coston McIsaac & Partners increased its American Express (AXP) stake by 1% in Q3 2026, buying an estimated $4.68K and bringing the position to 1,371 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #95.

Coston McIsaac & Partners first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. The position peaked at $522K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Coston McIsaac & Partners held 1,371 shares of American Express worth $417K as of Q3 2026.
  • Coston McIsaac & Partners bought 14 American Express shares in Q3 2026, an estimated $4.68K.
  • American Express made up 0.08% of Coston McIsaac & Partners's portfolio in Q3 2026, its #95 holding.
  • Coston McIsaac & Partners first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
  • Coston McIsaac & Partners's American Express position peaked at $522K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Coston McIsaac & Partners's 13F filing for Q3 2026, filed 6 Nov 2026.