Diversified Enterprises’s American Express AXP Stock Holding History

Diversified Enterprises’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	$727K	Buy	2,390 +45	+2%	+$15K	0.03%	215
2026 Q2	$793K	Buy	2,345 +7	+0.3%	+$2.24K	0.04%	191
2026 Q1	$707K	Sell	2,338 -23	-1%	-$7.71K	0.04%	192
2025 Q4	$873K	Buy	2,361 +3	+0.1%	+$1.07K	0.05%	147
2025 Q3	$783K	Buy	2,358 +34	+1%	+$10.8K	0.05%	120
2025 Q2	$741K	Sell	2,324 -131	-5%	-$36.9K	0.06%	121
2025 Q1	$660K	Buy	2,455 +516	+27%	+$153K	0.06%	126
2024 Q4	$575K	Buy	1,939 +39	+2%	+$11.2K	0.05%	116
2024 Q3	$515K	Buy	+1,900	New	+$473K	0.06%	119

Other funds holding AXP

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Diversified Enterprises's AXP Position: Q3 2026 in Review

Diversified Enterprises increased its American Express (AXP) stake by 1.9% in Q3 2026, buying an estimated $15K and bringing the position to 2,390 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #215.

Diversified Enterprises first reported a position in AXP in Q3 2024 and has held it in 9 quarters since. The position peaked at $873K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Diversified Enterprises held 2,390 shares of American Express worth $727K as of Q3 2026.
Diversified Enterprises bought 45 American Express shares in Q3 2026, an estimated $15K.
American Express made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #215 holding.
Diversified Enterprises first reported a position in American Express in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's American Express position peaked at $873K in Q4 2025.
1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.