First Affirmative Financial Network’s American Express AXP Stock Holding History

First Affirmative Financial Network’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	$2.63M	Buy	+8,638	New	+$2.89M	0.58%	39
2026 Q1	$1.92M	Buy	+6,358	New	+$2.13M	0.75%	24
2025 Q3	$1.59M	Buy	4,792 +121	+3%	+$38.5K	0.75%	22
2025 Q2	$1.49M	Buy	4,671 +427	+10%	+$120K	0.77%	25
2025 Q1	$1.14M	Buy	4,244 +229	+6%	+$67.7K	0.7%	27
2024 Q4	$1.19M	Buy	4,015 +28	+0.7%	+$8.04K	0.69%	29
2024 Q3	$1.08M	Sell	3,987 -325	-8%	-$80.9K	0.59%	34
2024 Q2	$998K	Sell	4,312 -176	-4%	-$40.8K	0.69%	25
2024 Q1	$1.02M	Sell	4,488 -16	-0.4%	-$3.32K	0.75%	21
2023 Q4	$844K	Buy	4,504 +193	+4%	+$31.1K	0.67%	25
2023 Q3	$643K	Buy	4,311 +285	+7%	+$46.6K	0.63%	31
2023 Q2	$701K	Buy	4,026 +399	+11%	+$64.4K	0.7%	23
2023 Q1	$598K	Buy	3,627 +146	+4%	+$24.2K	0.69%	27
2022 Q4	$514K	Sell	3,481 -51	-1%	-$7.56K	0.62%	36
2022 Q3	$476K	Sell	3,532 -329	-9%	-$49.8K	0.61%	34
2022 Q2	$535K	Sell	3,861 -97	-2%	-$16K	0.61%	37
2022 Q1	$740K	Sell	3,958 -242	-6%	-$43.7K	0.71%	29
2021 Q4	$687K	Buy	4,200 +103	+3%	+$17.6K	0.63%	33
2021 Q3	$686K	Buy	+4,097	New	+$685K	0.71%	31

Other funds holding AXP

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

First Affirmative Financial Network's AXP Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in American Express (AXP) in Q3 2026: 8,638 shares worth $2.63M. The stake represents 0.58% of the portfolio and ranks #39 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in AXP as recently as Q1 2026.

First Affirmative Financial Network first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. 875 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

First Affirmative Financial Network held 8,638 shares of American Express worth $2.63M as of Q3 2026.
American Express was a new First Affirmative Financial Network position in Q3 2026.
American Express made up 0.58% of First Affirmative Financial Network's portfolio in Q3 2026, its #39 holding.
First Affirmative Financial Network first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
875 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.