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CPA Asset Management’s American Express AXP Stock Holding History

CPA Asset 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 		$453K Sell
1,490
-51
-3% -$17K 0.13% 57
2026
Q2 		$521K Sell
1,541
-31
-2% -$9.9K 0.15% 59
2026
Q1 		$475K Hold
1,572
– – 0.16% 59
2025
Q4 		$582K Buy
+1,572
New +$563K 0.2% 55

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CPA Asset Management's AXP Position: Q3 2026 in Review

CPA Asset Management reduced its American Express (AXP) stake by 3.3% in Q3 2026, selling an estimated $17K and leaving 1,490 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #57.

CPA Asset Management first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $582K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • CPA Asset Management held 1,490 shares of American Express worth $453K as of Q3 2026.
  • CPA Asset Management sold 51 American Express shares in Q3 2026, an estimated $17K.
  • American Express made up 0.13% of CPA Asset Management's portfolio in Q3 2026, its #57 holding.
  • CPA Asset Management first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • CPA Asset Management's American Express position peaked at $582K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on CPA Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.