ELCO Management
AXP icon

ELCO Management’s American Express AXP Stock Holding History

ELCO Management’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 		$426K Hold
1,400
– – 0.2% 101
2026
Q2 		$474K Hold
1,400
– – 0.2% 94
2026
Q1 		$423K Hold
1,400
– – 0.2% 92
2025
Q4 		$518K Buy
1,400
+600
+75% +$215K 0.33% 67
2025
Q3 		$266K Hold
800
– – 0.14% 126
2025
Q2 		$255K Hold
800
– – 0.13% 130
2025
Q1 		$215K Hold
800
– – 0.12% 135
2024
Q4 		$237K Sell
800
-50
-6% -$14.4K 0.12% 138
2024
Q3 		$231K Buy
+850
New +$212K 0.12% 145

Other funds holding AXP

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

ELCO Management's AXP Position: Q3 2026 in Review

ELCO Management held its American Express (AXP) position steady in Q3 2026 at 1,400 shares worth $426K. The position accounts for 0.2% of the portfolio, ranked #101.

ELCO Management first reported a position in AXP in Q3 2024 and has held it in 9 quarters since. The position peaked at $518K in Q4 2025. 2,271 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • ELCO Management held 1,400 shares of American Express worth $426K as of Q3 2026.
  • ELCO Management left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.2% of ELCO Management's portfolio in Q3 2026, its #101 holding.
  • ELCO Management first reported a position in American Express in Q3 2024 and has held it in 9 quarters since.
  • ELCO Management's American Express position peaked at $518K in Q4 2025.
  • 2,271 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.