FAI Advisors’s American Express AXP Stock Holding History

FAI 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	$311K	Buy	1,023 +11	+1%	+$3.68K	0.12%	121
2026 Q2	$342K	Sell	1,012 -14	-1%	-$4.48K	0.13%	118
2026 Q1	$310K	Sell	1,026 -14	-1%	-$4.69K	0.14%	119
2025 Q4	$385K	Buy	1,040 +10	+1%	+$3.58K	0.17%	100
2025 Q3	$342K	Buy	1,030 +11	+1%	+$3.5K	0.15%	110
2025 Q2	$325K	Sell	1,019 -48	-4%	-$13.5K	0.16%	109
2025 Q1	$287K	Sell	1,067 -121	-10%	-$35.8K	0.15%	111
2024 Q4	$353K	Buy	+1,188	New	+$341K	0.16%	102

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

FAI Advisors's AXP Position: Q3 2026 in Review

FAI Advisors increased its American Express (AXP) stake by 1.1% in Q3 2026, buying an estimated $3.68K and bringing the position to 1,023 shares worth $311K. The position accounts for 0.12% of the portfolio, ranked #121.

FAI Advisors first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

FAI Advisors held 1,023 shares of American Express worth $311K as of Q3 2026.
FAI Advisors bought 11 American Express shares in Q3 2026, an estimated $3.68K.
American Express made up 0.12% of FAI Advisors's portfolio in Q3 2026, its #121 holding.
FAI Advisors first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
FAI Advisors's American Express position peaked at $385K in Q4 2025.
1,867 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.