EWP
AXP icon

Elevation Wealth Partners’s American Express AXP Stock Holding History

Elevation Wealth Partners’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 		$11.6K Sell
38
-14
-27% -$4.68K ﹤0.01% 844
2026
Q2 		$17.6K Buy
52
+11
+27% +$3.52K 0.01% 631
2026
Q1 		$12.4K Sell
41
-1
-2% -$335 ﹤0.01% 466
2025
Q4 		$15.5K Buy
42
+15
+56% +$5.37K 0.01% 417
2025
Q3 		$8.97K Buy
+27
New +$8.59K ﹤0.01% 398

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Elevation Wealth Partners's AXP Position: Q3 2026 in Review

Elevation Wealth Partners reduced its American Express (AXP) stake by 27% in Q3 2026, selling an estimated $4.68K and leaving 38 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Elevation Wealth Partners first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.6K in Q2 2026. 112 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Elevation Wealth Partners held 38 shares of American Express worth $11.6K as of Q3 2026.
  • Elevation Wealth Partners sold 14 American Express shares in Q3 2026, an estimated $4.68K.
  • American Express made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #844 holding.
  • Elevation Wealth Partners first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's American Express position peaked at $17.6K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.