Financial Perspectives’s American Express AXP Stock Holding History

Financial Perspectives’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	$94.4K	Buy	310 +78	+34%	+$26.1K	0.02%	255
2026 Q2	$78.5K	Hold	232	–	–	0.02%	269
2026 Q1	$70.1K	Hold	232	–	–	0.02%	268
2025 Q4	$85.7K	Buy	232 +1	+0.4%	+$358	0.02%	247
2025 Q3	$76.9K	Hold	231	–	–	0.02%	263
2025 Q2	$73.7K	Hold	231	–	–	0.02%	264
2025 Q1	$62.1K	Hold	231	–	–	0.02%	270
2024 Q4	$68.5K	Hold	231	–	–	0.02%	267
2024 Q3	$62.5K	Buy	231 +1	+0.4%	+$249	0.02%	262
2024 Q2	$53.3K	Hold	230	–	–	0.02%	270
2024 Q1	$52.4K	Sell	230 -2	-0.9%	-$415	0.02%	274
2023 Q4	$43.4K	Buy	232 +3	+1%	+$483	0.02%	282
2023 Q3	$34.2K	Hold	229	–	–	0.02%	295
2023 Q2	$39.9K	Hold	229	–	–	0.02%	282
2023 Q1	$37.7K	Buy	229 +1	+0.4%	+$166	0.02%	285
2022 Q4	$33.7K	Hold	228	–	–	0.02%	296
2022 Q3	$30.8K	Hold	228	–	–	0.02%	289
2022 Q2	$31.6K	Buy	228 +1	+0.4%	+$165	0.02%	291
2022 Q1	$42.5K	Hold	227	–	–	0.02%	266
2021 Q4	$37.2K	Hold	227	–	–	0.02%	276
2021 Q3	$38K	Hold	227	–	–	0.02%	270
2021 Q2	$37.5K	Hold	227	–	–	0.02%	288
2021 Q1	$32.1K	Buy	227 +1	+0.4%	+$132	0.02%	294
2020 Q4	$27.4K	Hold	226	–	–	0.02%	295
2020 Q3	$22.6K	Hold	226	–	–	0.01%	276
2020 Q2	$21.5K	Buy	226 +1	+0.4%	+$92	0.02%	264
2020 Q1	$19.3K	Hold	225	–	–	0.02%	247
2019 Q4	$28K	Buy	+225	New	+$26.9K	0.02%	226

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Financial Perspectives's AXP Position: Q3 2026 in Review

Financial Perspectives increased its American Express (AXP) stake by 34% in Q3 2026, buying an estimated $26.1K and bringing the position to 310 shares worth $94.4K. The position accounts for 0.02% of the portfolio, ranked #255.

Financial Perspectives first reported a position in AXP in Q4 2019 and has held it in 28 quarters since. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Financial Perspectives held 310 shares of American Express worth $94.4K as of Q3 2026.
Financial Perspectives bought 78 American Express shares in Q3 2026, an estimated $26.1K.
American Express made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #255 holding.
Financial Perspectives first reported a position in American Express in Q4 2019 and has held it in 28 quarters since.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.