Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s American Express AXP Stock Holding History

Galvin Gaustad & Stein’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 		$11.4M Sell
37,336
-2,461
-6% -$822K 0.85% 43
2026
Q2 		$13.5M Sell
39,797
-15,801
-28% -$5.06M 0.99% 35
2026
Q1 		$16.8M Sell
55,598
-2,784
-5% -$933K 1.35% 24
2025
Q4 		$21.6M Sell
58,382
-7,013
-11% -$2.51M 1.69% 14
2025
Q3 		$21.7M Sell
65,395
-4,079
-6% -$1.3M 1.76% 16
2025
Q2 		$22.2M Buy
69,474
+60
+0.1% +$16.9K 1.91% 16
2025
Q1 		$18.7M Sell
69,414
-700
-1% -$207K 1.67% 23
2024
Q4 		$20.8M Sell
70,114
-526
-0.7% -$151K 1.86% 17
2024
Q3 		$19.2M Buy
70,640
+1,068
+2% +$266K 1.71% 22
2024
Q2 		$16.1M Buy
69,572
+11,564
+20% +$2.68M 1.5% 31
2024
Q1 		$13.2M Buy
58,008
+56,687
+4,291% +$11.8M 1.22% 36
2023
Q4 		$247K Buy
+1,321
New +$213K 0.02% 164
2021
Q3 		– Sell
-1,375
Closed -$227K – 177
2021
Q2 		$227K Sell
1,375
-255
-16% -$39.9K 0.02% 179
2021
Q1 		$231K Sell
1,630
-226
-12% -$29.9K 0.02% 178
2020
Q4 		$224K Buy
+1,856
New +$206K 0.02% 177

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

Galvin Gaustad & Stein's AXP Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its American Express (AXP) stake by 6.2% in Q3 2026, selling an estimated $822K and leaving 37,336 shares worth $11.4M. The position accounts for 0.85% of the portfolio, ranked #43.

Galvin Gaustad & Stein first reported a position in AXP in Q4 2020 and has held it in 15 quarters since. The position peaked at $22.2M in Q2 2025. 795 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Galvin Gaustad & Stein held 37,336 shares of American Express worth $11.4M as of Q3 2026.
  • Galvin Gaustad & Stein sold 2,461 American Express shares in Q3 2026, an estimated $822K.
  • American Express made up 0.85% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #43 holding.
  • Galvin Gaustad & Stein first reported a position in American Express in Q4 2020 and has held it in 15 quarters since.
  • Galvin Gaustad & Stein's American Express position peaked at $22.2M in Q2 2025.
  • 795 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.