Darwin Wealth Management’s American Express AXP Stock Holding History

Darwin Wealth 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	$15.9K	Buy	+52	New	+$17.4K	﹤0.01%	563
2026 Q2	–	Hold	0	–	–	–	665
2026 Q1	–	Sell	-3	Closed	-$1.11K	–	613
2025 Q4	$1.11K	Buy	+3	New	+$1.07K	﹤0.01%	558
2020 Q2	–	Sell	-434	Closed	-$36K	–	201
2020 Q1	$36K	Sell	434 -23,899	-98%	-$2.78M	0.01%	278
2019 Q4	$3.03M	Buy	24,333 +1,868	+8%	+$223K	0.81%	43
2019 Q3	$2.66M	Buy	22,465 +1,700	+8%	+$208K	0.79%	53
2019 Q2	$2.56M	Buy	20,765 +1,863	+10%	+$219K	0.79%	54
2019 Q1	$2.07M	Buy	+18,902	New	+$1.99M	0.68%	61

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Darwin Wealth Management's AXP Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in American Express (AXP) in Q3 2026: 52 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in AXP as recently as Q4 2025.

Darwin Wealth Management first reported a position in AXP in Q1 2019 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2019. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Darwin Wealth Management held 52 shares of American Express worth $15.9K as of Q3 2026.
American Express was a new Darwin Wealth Management position in Q3 2026.
American Express made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #563 holding.
Darwin Wealth Management first reported a position in American Express in Q1 2019 and has held it in 7 quarters since.
Darwin Wealth Management's American Express position peaked at $3.03M in Q4 2019.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.