D'Orazio & Associates
AXP icon

D'Orazio & Associates’s American Express AXP Stock Holding History

D'Orazio & 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 		$334K Sell
1,098
-5
-0.5% -$1.67K 0.04% 201
2026
Q2 		$373K Sell
1,103
-35
-3% -$11.2K 0.04% 177
2026
Q1 		$344K Sell
1,138
-60
-5% -$20.1K 0.04% 173
2025
Q4 		$443K Buy
1,198
+62
+5% +$22.2K 0.06% 129
2025
Q3 		$377K Buy
1,136
+52
+5% +$16.5K 0.05% 142
2025
Q2 		$346K Sell
1,084
-23
-2% -$6.47K 0.05% 151
2025
Q1 		$298K Buy
1,107
+42
+4% +$12.4K 0.05% 165
2024
Q4 		$316K Buy
1,065
+30
+3% +$8.62K 0.05% 147
2024
Q3 		$281K Buy
1,035
+131
+14% +$32.6K 0.04% 164
2024
Q2 		$209K Buy
+904
New +$209K 0.03% 192
2021
Q4 		– Sell
-257
Closed -$43K – 149
2021
Q3 		$43K Buy
+257
New +$43K 0.01% 225
2016
Q1 		– Sell
-27
Closed -$2K – 297
2015
Q4 		$2K Sell
27
-719
-96% -$52.3K ﹤0.01% 237
2015
Q3 		$55K Buy
746
+27
+4% +$2.08K 0.03% 91
2015
Q2 		$56K Hold
719
– – 0.04% 89
2015
Q1 		$56K Hold
719
– – 0.04% 88
2014
Q4 		$67K Hold
719
– – 0.05% 70
2014
Q3 		$63K Hold
719
– – 0.05% 71
2014
Q2 		$68K Hold
719
– – 0.05% 65
2014
Q1 		$65K Hold
719
– – 0.05% 63
2013
Q4 		$65K Buy
+719
New +$59.1K 0.06% 59

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

D'Orazio & Associates's AXP Position: Q3 2026 in Review

D'Orazio & Associates reduced its American Express (AXP) stake by 0.45% in Q3 2026, selling an estimated $1.67K and leaving 1,098 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #201.

D'Orazio & Associates first reported a position in AXP in Q4 2013 and has held it in 20 quarters since. The position peaked at $443K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • D'Orazio & Associates held 1,098 shares of American Express worth $334K as of Q3 2026.
  • D'Orazio & Associates sold 5 American Express shares in Q3 2026, an estimated $1.67K.
  • American Express made up 0.04% of D'Orazio & Associates's portfolio in Q3 2026, its #201 holding.
  • D'Orazio & Associates first reported a position in American Express in Q4 2013 and has held it in 20 quarters since.
  • D'Orazio & Associates's American Express position peaked at $443K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.