Fortune Financial Advisors
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Fortune Financial Advisors’s American Express AXP Stock Holding History

Fortune Financial 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 		$807K Sell
2,653
-40
-1% -$13.4K 0.35% 66
2026
Q2 		$911K Buy
2,693
+2
+0.1% +$640 0.39% 65
2026
Q1 		$814K Sell
2,691
-98
-4% -$32.9K 0.41% 66
2025
Q4 		$1.03M Sell
2,789
-2
-0.1% -$716 0.7% 41
2025
Q3 		$927K Sell
2,791
-4
-0.1% -$1.27K 0.7% 43
2025
Q2 		$891K Sell
2,795
-33
-1% -$9.29K 0.72% 44
2025
Q1 		$761K Buy
2,828
+259
+10% +$76.6K 0.66% 47
2024
Q4 		$763K Sell
2,569
-46
-2% -$13.2K 0.69% 45
2024
Q3 		$709K Sell
2,615
-141
-5% -$35.1K 0.64% 47
2024
Q2 		$638K Sell
2,756
-26
-0.9% -$6.02K 0.39% 74
2024
Q1 		$634K Sell
2,782
-60
-2% -$12.4K 0.4% 71
2023
Q4 		$532K Sell
2,842
-2
-0.1% -$322 0.37% 70
2023
Q3 		$424K Buy
2,844
+8
+0.3% +$1.31K 0.32% 80
2023
Q2 		$494K Buy
+2,836
New +$458K 0.37% 71

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fortune Financial Advisors's AXP Position: Q3 2026 in Review

Fortune Financial Advisors reduced its American Express (AXP) stake by 1.5% in Q3 2026, selling an estimated $13.4K and leaving 2,653 shares worth $807K. The position accounts for 0.35% of the portfolio, ranked #66.

Fortune Financial Advisors first reported a position in AXP in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Fortune Financial Advisors held 2,653 shares of American Express worth $807K as of Q3 2026.
  • Fortune Financial Advisors sold 40 American Express shares in Q3 2026, an estimated $13.4K.
  • American Express made up 0.35% of Fortune Financial Advisors's portfolio in Q3 2026, its #66 holding.
  • Fortune Financial Advisors first reported a position in American Express in Q2 2023 and has held it in 14 quarters since.
  • Fortune Financial Advisors's American Express position peaked at $1.03M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Fortune Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.