Doliver Advisors
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Doliver Advisors’s American Express AXP Stock Holding History

Doliver Advisors’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 		$1.55M Sell
5,104
-110
-2% -$36.8K 0.34% 43
2026
Q2 		$1.76M Sell
5,214
-117
-2% -$37.5K 0.4% 38
2026
Q1 		$1.61M Buy
5,331
+2
+0% +$671 0.37% 41
2025
Q4 		$1.97M Buy
5,329
+796
+18% +$285K 0.49% 32
2025
Q3 		$1.51M Sell
4,533
-33
-0.7% -$10.5K 0.39% 44
2025
Q2 		$1.46M Buy
4,566
+265
+6% +$74.6K 0.4% 42
2025
Q1 		$1.16M Buy
4,301
+668
+18% +$197K 0.33% 52
2024
Q4 		$1.08M Buy
3,633
+125
+4% +$35.9K 0.3% 57
2024
Q3 		$951K Sell
3,508
-29
-0.8% -$7.22K 0.26% 65
2024
Q2 		$819K Buy
3,537
+788
+29% +$182K 0.23% 65
2024
Q1 		$626K Sell
2,749
-132
-5% -$27.4K 0.18% 81
2023
Q4 		$540K Sell
2,881
-338
-11% -$54.4K 0.17% 84
2023
Q3 		$480K Hold
3,219
– – 0.14% 91
2023
Q2 		$561K Sell
3,219
-76
-2% -$12.3K 0.17% 85
2023
Q1 		$544K Buy
3,295
+135
+4% +$22.4K 0.17% 82
2022
Q4 		$467K Sell
3,160
-65
-2% -$9.6K 0.15% 86
2022
Q3 		$435K Sell
3,225
-15
-0.5% -$2.27K 0.16% 81
2022
Q2 		$449K Sell
3,240
-100
-3% -$16.5K 0.16% 92
2022
Q1 		$625K Sell
3,340
-339
-9% -$61.2K 0.2% 82
2021
Q4 		$684K Sell
3,679
-224
-6% -$38.2K 0.21% 75
2021
Q3 		$654K Buy
3,903
+302
+8% +$50.5K 0.22% 79
2021
Q2 		$595K Sell
3,601
-1,246
-26% -$195K 0.2% 80
2021
Q1 		$686K Buy
4,847
+170
+4% +$22.5K 0.26% 66
2020
Q4 		$565K Sell
4,677
-315
-6% -$34.9K 0.25% 67
2020
Q3 		$500K Buy
+4,992
New +$491K 0.25% 71

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

Doliver Advisors's AXP Position: Q3 2026 in Review

Doliver Advisors reduced its American Express (AXP) stake by 2.1% in Q3 2026, selling an estimated $36.8K and leaving 5,104 shares worth $1.55M. The position accounts for 0.34% of the portfolio, ranked #43.

Doliver Advisors first reported a position in AXP in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.97M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Doliver Advisors held 5,104 shares of American Express worth $1.55M as of Q3 2026.
  • Doliver Advisors sold 110 American Express shares in Q3 2026, an estimated $36.8K.
  • American Express made up 0.34% of Doliver Advisors's portfolio in Q3 2026, its #43 holding.
  • Doliver Advisors first reported a position in American Express in Q3 2020 and has held it in 25 quarters since.
  • Doliver Advisors's American Express position peaked at $1.97M in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.