Five Oceans Advisors
AXP icon

Five Oceans Advisors’s American Express AXP Stock Holding History

Five Oceans 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 		$389K Sell
1,280
-86
-6% -$28.7K 0.15% 91
2026
Q2 		$462K Sell
1,366
-6
-0.4% -$1.92K 0.15% 88
2026
Q1 		$415K Sell
1,372
-13
-0.9% -$4.36K 0.15% 80
2025
Q4 		$512K Hold
1,385
– – 0.18% 64
2025
Q3 		$460K Sell
1,385
-59
-4% -$18.8K 0.17% 71
2025
Q2 		$461K Buy
1,444
+29
+2% +$8.16K 0.2% 70
2025
Q1 		$381K Buy
1,415
+18
+1% +$5.32K 0.18% 75
2024
Q4 		$415K Sell
1,397
-68
-5% -$19.5K 0.19% 73
2024
Q3 		$397K Buy
1,465
+4
+0.3% +$996 0.19% 81
2024
Q2 		$338K Sell
1,461
-70
-5% -$16.2K 0.18% 95
2024
Q1 		$349K Sell
1,531
-85
-5% -$17.6K 0.18% 100
2023
Q4 		$303K Sell
1,616
-5
-0.3% -$805 0.17% 106
2023
Q3 		$242K Sell
1,621
-1
-0.1% -$164 0.16% 116
2023
Q2 		$283K Buy
1,622
+119
+8% +$19.2K 0.18% 102
2023
Q1 		$248K Buy
1,503
+34
+2% +$5.64K 0.16% 117
2022
Q4 		$217K Sell
1,469
-137
-9% -$20.3K 0.15% 128
2022
Q3 		$217K Buy
+1,606
New +$243K 0.17% 115

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

Five Oceans Advisors's AXP Position: Q3 2026 in Review

Five Oceans Advisors reduced its American Express (AXP) stake by 6.3% in Q3 2026, selling an estimated $28.7K and leaving 1,280 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #91.

Five Oceans Advisors first reported a position in AXP in Q3 2022 and has held it in 17 quarters since. The position peaked at $512K in Q4 2025. 839 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Five Oceans Advisors held 1,280 shares of American Express worth $389K as of Q3 2026.
  • Five Oceans Advisors sold 86 American Express shares in Q3 2026, an estimated $28.7K.
  • American Express made up 0.15% of Five Oceans Advisors's portfolio in Q3 2026, its #91 holding.
  • Five Oceans Advisors first reported a position in American Express in Q3 2022 and has held it in 17 quarters since.
  • Five Oceans Advisors's American Express position peaked at $512K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.