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FOCUS Wealth Advisors’s American Express AXP Stock Holding History

FOCUS Wealth 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 		$2.68M Sell
8,815
-137
-2% -$45.8K 1.28% 23
2026
Q2 		$3.03M Buy
8,952
+10
+0.1% +$3.2K 1.4% 22
2026
Q1 		$2.7M Sell
8,942
-330
-4% -$111K 1.32% 22
2025
Q4 		$3.43M Buy
9,272
+1
+0% +$358 1.6% 20
2025
Q3 		$3.08M Sell
9,271
-30
-0.3% -$9.54K 1.48% 21
2025
Q2 		$2.97M Buy
9,301
+9
+0.1% +$2.53K 1.54% 21
2025
Q1 		$2.5M Sell
9,292
-594
-6% -$176K 1.38% 23
2024
Q4 		$2.93M Sell
9,886
-277
-3% -$79.6K 1.56% 18
2024
Q3 		$2.76M Sell
10,163
-232
-2% -$57.8K 1.37% 20
2024
Q2 		$2.41M Buy
10,395
+518
+5% +$120K 1.24% 20
2024
Q1 		$2.25M Buy
9,877
+305
+3% +$63.2K 1.2% 22
2023
Q4 		$1.79M Sell
9,572
-83
-0.9% -$13.4K 1.13% 24
2023
Q3 		$1.44M Sell
9,655
-35
-0.4% -$5.72K 1% 28
2023
Q2 		$1.69M Sell
9,690
-1,007
-9% -$162K 1.14% 21
2023
Q1 		$1.76M Sell
10,697
-112
-1% -$18.6K 1.16% 21
2022
Q4 		$1.6M Sell
10,809
-92
-0.8% -$13.6K 1.1% 26
2022
Q3 		$1.47M Sell
10,901
-18
-0.2% -$2.73K 1.04% 28
2022
Q2 		$1.51M Buy
10,919
+186
+2% +$30.7K 1.04% 25
2022
Q1 		$2.01M Sell
10,733
-132
-1% -$23.8K 1.2% 17
2021
Q4 		$1.78M Buy
10,865
+390
+4% +$66.5K 1.06% 25
2021
Q3 		$1.75M Buy
10,475
+170
+2% +$28.4K 1.19% 23
2021
Q2 		$1.7M Sell
10,305
-306
-3% -$47.9K 1.19% 21
2021
Q1 		$1.53M Buy
10,611
+148
+1% +$19.6K 1.13% 22
2020
Q4 		$1.26M Buy
+10,463
New +$1.16M 0.98% 24

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

FOCUS Wealth Advisors's AXP Position: Q3 2026 in Review

FOCUS Wealth Advisors reduced its American Express (AXP) stake by 1.5% in Q3 2026, selling an estimated $45.8K and leaving 8,815 shares worth $2.68M. The position accounts for 1.28% of the portfolio, ranked #23.

FOCUS Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.43M in Q4 2025. 318 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • FOCUS Wealth Advisors held 8,815 shares of American Express worth $2.68M as of Q3 2026.
  • FOCUS Wealth Advisors sold 137 American Express shares in Q3 2026, an estimated $45.8K.
  • American Express made up 1.28% of FOCUS Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • FOCUS Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
  • FOCUS Wealth Advisors's American Express position peaked at $3.43M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.