EGA
AXP icon

E&G Advisors’s American Express AXP Stock Holding History

E&G 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 		$386K Sell
1,268
-5
-0.4% -$1.67K 0.07% 168
2026
Q2 		$431K Buy
1,273
+100
+9% +$32K 0.08% 159
2026
Q1 		$355K Buy
1,173
+21
+2% +$7.04K 0.08% 166
2025
Q4 		$426K Sell
1,152
-26
-2% -$9.3K 0.1% 141
2025
Q3 		$391K Buy
1,178
+27
+2% +$8.59K 0.09% 148
2025
Q2 		$367K Sell
1,151
-100
-8% -$28.1K 0.1% 146
2025
Q1 		$337K Buy
1,251
+100
+9% +$29.6K 0.1% 152
2024
Q4 		$342K Sell
1,151
-100
-8% -$28.7K 0.09% 152
2024
Q3 		$339K Buy
1,251
+1
+0.1% +$249 0.09% 157
2024
Q2 		$290K Sell
1,250
-100
-7% -$23.2K 0.09% 165
2024
Q1 		$307K Buy
1,350
+100
+8% +$20.7K 0.1% 149
2023
Q4 		$234K Sell
1,250
-150
-11% -$24.1K 0.08% 174
2023
Q3 		$209K Hold
1,400
– – 0.08% 184
2023
Q2 		$244K Buy
1,400
+50
+4% +$8.07K 0.09% 179
2023
Q1 		$223K Sell
1,350
-950
-41% -$158K 0.08% 181
2022
Q4 		$340K Buy
2,300
+100
+5% +$14.8K 0.13% 145
2022
Q3 		$297K Buy
2,200
+100
+5% +$15.1K 0.11% 152
2022
Q2 		$291K Buy
2,100
+850
+68% +$140K 0.1% 162
2022
Q1 		$234K Hold
1,250
– – 0.06% 196
2021
Q4 		$204K Sell
1,250
-100
-7% -$17.1K 0.05% 213
2021
Q3 		$226K Buy
+1,350
New +$226K 0.06% 191
2021
Q2 		– Hold
0
– – – 190
2019
Q1 		– Sell
-2,436
Closed -$232K – 182
2018
Q4 		$232K Hold
2,436
– – 0.1% 170
2018
Q3 		$259K Sell
2,436
-1,314
-35% -$137K 0.1% 180
2018
Q2 		$368K Buy
+3,750
New +$368K 0.15% 148

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

E&G Advisors's AXP Position: Q3 2026 in Review

E&G Advisors reduced its American Express (AXP) stake by 0.39% in Q3 2026, selling an estimated $1.67K and leaving 1,268 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #168.

E&G Advisors first reported a position in AXP in Q2 2018 and has held it in 24 quarters since. The position peaked at $431K in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • E&G Advisors held 1,268 shares of American Express worth $386K as of Q3 2026.
  • E&G Advisors sold 5 American Express shares in Q3 2026, an estimated $1.67K.
  • American Express made up 0.07% of E&G Advisors's portfolio in Q3 2026, its #168 holding.
  • E&G Advisors first reported a position in American Express in Q2 2018 and has held it in 24 quarters since.
  • E&G Advisors's American Express position peaked at $431K in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.