Fiduciary Alliance
AXP icon

Fiduciary Alliance’s American Express AXP Stock Holding History

Fiduciary Alliance’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 		$3.12M Sell
10,269
-407
-4% -$136K 0.24% 109
2026
Q2 		$3.61M Sell
10,676
-124
-1% -$39.7K 0.24% 108
2026
Q1 		$3.55M Sell
10,800
-2,474
-19% -$830K 0.21% 118
2025
Q4 		$4.91M Buy
13,274
+111
+0.8% +$39.7K 0.32% 75
2025
Q3 		$4.37M Sell
13,163
-351
-3% -$112K 0.29% 85
2025
Q2 		$4.31M Buy
13,514
+138
+1% +$38.8K 0.32% 76
2025
Q1 		$3.6M Sell
13,376
-62
-0.5% -$18.3K 0.35% 69
2024
Q4 		$3.99M Buy
13,438
+2,303
+21% +$662K 0.4% 64
2024
Q3 		$3.02M Buy
11,135
+10,183
+1,070% +$2.54M 0.4% 63
2024
Q2 		$225K Buy
+952
New +$220K 0.04% 195
2023
Q3 		– Sell
-542
Closed -$94.4K – 227
2023
Q2 		$94.4K Buy
+542
New +$87.4K 0.02% 220
2023
Q1 		– Sell
-106
Closed -$15.7K – 201
2022
Q4 		$15.7K Buy
+106
New +$15.7K ﹤0.01% 343

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance's AXP Position: Q3 2026 in Review

Fiduciary Alliance reduced its American Express (AXP) stake by 3.8% in Q3 2026, selling an estimated $136K and leaving 10,269 shares worth $3.12M. The position accounts for 0.24% of the portfolio, ranked #109.

Fiduciary Alliance first reported a position in AXP in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.91M in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Fiduciary Alliance held 10,269 shares of American Express worth $3.12M as of Q3 2026.
  • Fiduciary Alliance sold 407 American Express shares in Q3 2026, an estimated $136K.
  • American Express made up 0.24% of Fiduciary Alliance's portfolio in Q3 2026, its #109 holding.
  • Fiduciary Alliance first reported a position in American Express in Q4 2022 and has held it in 12 quarters since.
  • Fiduciary Alliance's American Express position peaked at $4.91M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.