Crown Wealth Group
AXP icon

Crown Wealth Group’s American Express AXP Stock Holding History

Crown Wealth 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 		$591K Buy
1,943
+1,261
+185% +$421K 0.15% 75
2026
Q2 		$231K Buy
682
+13
+2% +$4.16K 0.06% 133
2026
Q1 		$202K Buy
669
+33
+5% +$11.1K 0.06% 143
2025
Q4 		$235K Buy
+636
New +$228K 0.07% 122

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

Crown Wealth Group's AXP Position: Q3 2026 in Review

Crown Wealth Group increased its American Express (AXP) stake by 185% in Q3 2026, buying an estimated $421K and bringing the position to 1,943 shares worth $591K. The position accounts for 0.15% of the portfolio, ranked #75.

Crown Wealth Group first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Crown Wealth Group held 1,943 shares of American Express worth $591K as of Q3 2026.
  • Crown Wealth Group bought 1,261 American Express shares in Q3 2026, an estimated $421K.
  • American Express made up 0.15% of Crown Wealth Group's portfolio in Q3 2026, its #75 holding.
  • Crown Wealth Group first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.