Founders Grove Wealth Partners’s American Express AXP Stock Holding History

Founders Grove Wealth Partners’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	$370K	Buy	1,216 +23	+2%	+$7.68K	0.07%	132
2026 Q2	$404K	Sell	1,193 -8	-0.7%	-$2.56K	0.08%	123
2026 Q1	$363K	Sell	1,201 -138	-10%	-$46.3K	0.08%	119
2025 Q4	$495K	Buy	1,339 +78	+6%	+$27.9K	0.11%	102
2025 Q3	$419K	Buy	1,261 +184	+17%	+$58.5K	0.1%	106
2025 Q2	$344K	Buy	1,077 +72	+7%	+$20.3K	0.09%	109
2025 Q1	$270K	Hold	1,005	–	–	0.08%	102
2024 Q4	$298K	Buy	+1,005	New	+$289K	0.09%	100

Other funds holding AXP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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

Founders Grove Wealth Partners's AXP Position: Q3 2026 in Review

Founders Grove Wealth Partners increased its American Express (AXP) stake by 1.9% in Q3 2026, buying an estimated $7.68K and bringing the position to 1,216 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #132.

Founders Grove Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $495K in Q4 2025. 2,271 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Founders Grove Wealth Partners held 1,216 shares of American Express worth $370K as of Q3 2026.
Founders Grove Wealth Partners bought 23 American Express shares in Q3 2026, an estimated $7.68K.
American Express made up 0.07% of Founders Grove Wealth Partners's portfolio in Q3 2026, its #132 holding.
Founders Grove Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Founders Grove Wealth Partners's American Express position peaked at $495K in Q4 2025.
2,271 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.