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Crumly & Associates’s American Express AXP Stock Holding History

Crumly & Associates’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 		$691K Sell
2,272
-30
-1% -$10K 0.12% 104
2026
Q2 		$779K Sell
2,302
-1,432
-38% -$458K 0.15% 91
2026
Q1 		$1.13M Buy
3,734
+273
+8% +$91.5K 0.24% 68
2025
Q4 		$1.28M Sell
3,461
-55
-2% -$19.7K 0.27% 67
2025
Q3 		$1.17M Buy
3,516
+1,516
+76% +$482K 0.26% 66
2025
Q2 		$638K Sell
2,000
-122
-6% -$34.3K 0.16% 82
2025
Q1 		$571K Sell
2,122
-88
-4% -$26K 0.16% 92
2024
Q4 		$656K Sell
2,210
-52
-2% -$14.9K 0.18% 81
2024
Q3 		$613K Buy
2,262
+55
+2% +$13.7K 0.17% 82
2024
Q2 		$511K Buy
2,207
+71
+3% +$16.4K 0.15% 94
2024
Q1 		$486K Buy
+2,136
New +$443K 0.13% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Crumly & Associates's AXP Position: Q3 2026 in Review

Crumly & Associates reduced its American Express (AXP) stake by 1.3% in Q3 2026, selling an estimated $10K and leaving 2,272 shares worth $691K. The position accounts for 0.12% of the portfolio, ranked #104.

Crumly & Associates first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Crumly & Associates held 2,272 shares of American Express worth $691K as of Q3 2026.
  • Crumly & Associates sold 30 American Express shares in Q3 2026, an estimated $10K.
  • American Express made up 0.12% of Crumly & Associates's portfolio in Q3 2026, its #104 holding.
  • Crumly & Associates first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
  • Crumly & Associates's American Express position peaked at $1.28M in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.