EBA
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Eagle Bay Advisors’s American Express AXP Stock Holding History

Eagle Bay 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 		$260K Buy
854
+100
+13% +$33.4K 0.19% 111
2026
Q2 		$255K Buy
754
+16
+2% +$5.12K 0.19% 113
2026
Q1 		$223K Sell
738
-105
-12% -$35.2K 0.2% 108
2025
Q4 		$312K Sell
843
-26
-3% -$9.3K 0.23% 79
2025
Q3 		$288K Sell
869
-98
-10% -$31.2K 0.23% 81
2025
Q2 		$308K Sell
967
-31
-3% -$8.72K 0.25% 74
2025
Q1 		$268K Sell
998
-15
-1% -$4.43K 0.23% 84
2024
Q4 		$301K Sell
1,013
-607
-37% -$174K 0.19% 80
2024
Q3 		$439K Sell
1,620
-30
-2% -$7.47K 0.17% 95
2024
Q2 		$382K Sell
1,650
-333
-17% -$77.1K 0.23% 71
2024
Q1 		$451K Sell
1,983
-171
-8% -$35.5K 0.28% 60
2023
Q4 		$403K Sell
2,154
-1
-0% -$161 0.26% 68
2023
Q3 		$322K Buy
2,155
+412
+24% +$67.4K 0.15% 98
2023
Q2 		$304K Sell
1,743
-86
-5% -$13.9K 0.17% 85
2023
Q1 		$302K Buy
1,829
+168
+10% +$27.9K 0.17% 89
2022
Q4 		$245K Sell
1,661
-130
-7% -$19.3K 0.14% 110
2022
Q3 		$242K Buy
1,791
+792
+79% +$120K 0.15% 104
2022
Q2 		$138K Buy
+999
New +$165K 0.08% 160
2022
Q1 		– Sell
-1,227
Closed -$201K – 345
2021
Q4 		$201K Sell
1,227
-287
-19% -$48.9K 0.13% 101
2021
Q3 		$253K Buy
1,514
+632
+72% +$106K 0.14% 105
2021
Q2 		$150K Buy
+882
New +$138K 0.12% 109

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
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Eagle Bay Advisors's AXP Position: Q3 2026 in Review

Eagle Bay Advisors increased its American Express (AXP) stake by 13% in Q3 2026, buying an estimated $33.4K and bringing the position to 854 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #111.

Eagle Bay Advisors first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $451K in Q1 2024. 632 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Eagle Bay Advisors held 854 shares of American Express worth $260K as of Q3 2026.
  • Eagle Bay Advisors bought 100 American Express shares in Q3 2026, an estimated $33.4K.
  • American Express made up 0.19% of Eagle Bay Advisors's portfolio in Q3 2026, its #111 holding.
  • Eagle Bay Advisors first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
  • Eagle Bay Advisors's American Express position peaked at $451K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Eagle Bay Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.