Fairman Group’s American Express AXP Stock Holding History

Fairman Group’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	$66.9K	Hold	220	–	–	0.05%	96
2026 Q2	$74.4K	Hold	220	–	–	0.06%	87
2026 Q1	$66.5K	Hold	220	–	–	0.06%	86
2025 Q4	$81.4K	Hold	220	–	–	0.07%	81
2025 Q3	$73.1K	Hold	220	–	–	0.06%	89
2025 Q2	$70.2K	Hold	220	–	–	0.06%	89
2025 Q1	$65.3K	Hold	220	–	–	0.06%	88
2024 Q4	$65.3K	Hold	220	–	–	0.05%	98
2024 Q3	$59.7K	Hold	220	–	–	0.05%	103
2024 Q2	$50.9K	Hold	220	–	–	0.05%	107
2024 Q1	$50.1K	Sell	220 -290	-57%	-$60.1K	0.05%	96
2023 Q4	$95.5K	Buy	+510	New	+$82.1K	0.09%	73

Other funds holding AXP

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Fairman Group's AXP Position: Q3 2026 in Review

Fairman Group held its American Express (AXP) position steady in Q3 2026 at 220 shares worth $66.9K. The position accounts for 0.05% of the portfolio, ranked #96.

Fairman Group first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $95.5K in Q4 2023. 1,544 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Fairman Group held 220 shares of American Express worth $66.9K as of Q3 2026.
Fairman Group left its American Express share count unchanged in Q3 2026.
American Express made up 0.05% of Fairman Group's portfolio in Q3 2026, its #96 holding.
Fairman Group first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Fairman Group's American Express position peaked at $95.5K in Q4 2023.
1,544 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.