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Frederick Financial Consultants’s American Express AXP Stock Holding History

Frederick Financial Consultants’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 		$211K Buy
695
+91
+15% +$30.4K 0.09% 125
2026
Q2 		$204K Buy
+604
New +$193K 0.09% 118
2026
Q1 		– Sell
-713
Closed -$264K – 111
2025
Q4 		$264K Sell
713
-19
-3% -$6.8K 0.14% 88
2025
Q3 		$243K Buy
732
+26
+4% +$8.27K 0.14% 94
2025
Q2 		$225K Buy
+706
New +$199K 0.14% 95

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Frederick Financial Consultants's AXP Position: Q3 2026 in Review

Frederick Financial Consultants increased its American Express (AXP) stake by 15% in Q3 2026, buying an estimated $30.4K and bringing the position to 695 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #125.

Frederick Financial Consultants first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Frederick Financial Consultants held 695 shares of American Express worth $211K as of Q3 2026.
  • Frederick Financial Consultants bought 91 American Express shares in Q3 2026, an estimated $30.4K.
  • American Express made up 0.09% of Frederick Financial Consultants's portfolio in Q3 2026, its #125 holding.
  • Frederick Financial Consultants first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Frederick Financial Consultants's American Express position peaked at $264K in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.