Encompass Wealth Advisors’s American Express AXP Stock Holding History

Encompass Wealth 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	$715K	Buy	2,352 +1,188	+102%	+$397K	0.11%	83
2026 Q2	$394K	Hold	1,164	–	–	0.12%	73
2026 Q1	$352K	Buy	1,164 +2	+0.2%	+$671	0.12%	73
2025 Q4	$430K	Hold	1,162	–	–	0.15%	68
2025 Q3	$386K	Hold	1,162	–	–	0.13%	80
2025 Q2	$371K	Sell	1,162 -2	-0.2%	-$563	0.14%	77
2025 Q1	$313K	Hold	1,164	–	–	0.13%	79
2024 Q4	$345K	Sell	1,164 -16	-1%	-$4.6K	0.14%	79
2024 Q3	$320K	Hold	1,180	–	–	0.08%	187
2024 Q2	$273K	Buy	1,180 +10	+0.9%	+$2.32K	0.07%	195
2024 Q1	$266K	Sell	1,170 -60	-5%	-$12.4K	0.07%	207
2023 Q4	$230K	Buy	+1,230	New	+$198K	0.07%	195
2023 Q3	–	Sell	-1,230	Closed	-$214K	–	289
2023 Q2	$214K	Hold	1,230	–	–	0.07%	194
2023 Q1	$203K	Buy	+1,230	New	+$204K	0.07%	192
2022 Q2	–	Sell	-1,230	Closed	-$230K	–	235
2022 Q1	$230K	Hold	1,230	–	–	0.06%	199
2021 Q4	$201K	Buy	+1,230	New	+$210K	0.05%	223

Other funds holding AXP

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Encompass Wealth Advisors's AXP Position: Q3 2026 in Review

Encompass Wealth Advisors increased its American Express (AXP) stake by 102% in Q3 2026, buying an estimated $397K and bringing the position to 2,352 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #83.

Encompass Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. 555 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Encompass Wealth Advisors held 2,352 shares of American Express worth $715K as of Q3 2026.
Encompass Wealth Advisors bought 1,188 American Express shares in Q3 2026, an estimated $397K.
American Express made up 0.11% of Encompass Wealth Advisors's portfolio in Q3 2026, its #83 holding.
Encompass Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
555 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.