DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s American Express AXP Stock Holding History

DiNuzzo Private Wealth’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 		$14.6K Hold
48
– – ﹤0.01% 242
2026
Q2 		$16.2K Sell
48
-1
-2% -$320 ﹤0.01% 225
2026
Q1 		$14.8K Sell
49
-2
-4% -$671 ﹤0.01% 226
2025
Q4 		$18.9K Sell
51
-1
-2% -$358 ﹤0.01% 203
2025
Q3 		$17.2K Hold
52
– – ﹤0.01% 201
2025
Q2 		$16.6K Buy
52
+1
+2% +$281 ﹤0.01% 206
2025
Q1 		$13.7K Buy
51
+1
+2% +$296 ﹤0.01% 207
2024
Q4 		$14.8K Hold
50
– – ﹤0.01% 196
2024
Q3 		$13.6K Hold
50
– – ﹤0.01% 216
2024
Q2 		$11.6K Buy
50
+6
+14% +$1.39K ﹤0.01% 182
2024
Q1 		$10K Buy
44
+1
+2% +$207 ﹤0.01% 180
2023
Q4 		$8.06K Buy
+43
New +$6.92K ﹤0.01% 190

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DiNuzzo Private Wealth's AXP Position: Q3 2026 in Review

DiNuzzo Private Wealth held its American Express (AXP) position steady in Q3 2026 at 48 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

DiNuzzo Private Wealth first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.9K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • DiNuzzo Private Wealth held 48 shares of American Express worth $14.6K as of Q3 2026.
  • DiNuzzo Private Wealth left its American Express share count unchanged in Q3 2026.
  • American Express made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #242 holding.
  • DiNuzzo Private Wealth first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's American Express position peaked at $18.9K in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.