Global Financial Private Client
AXP icon

Global Financial Private Client’s American Express AXP Stock Holding History

Global Financial Private Client’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 		$409K Buy
1,344
+22
+2% +$7.35K 0.11% 179
2026
Q2 		$447K Buy
1,322
+48
+4% +$15.4K 0.12% 177
2026
Q1 		$385K Buy
1,274
+17
+1% +$5.7K 0.13% 178
2025
Q4 		$465K Buy
1,257
+10
+0.8% +$3.58K 0.16% 152
2025
Q3 		$414K Buy
1,247
+64
+5% +$20.4K 0.15% 162
2025
Q2 		$377K Buy
1,183
+6
+0.5% +$1.69K 0.14% 163
2025
Q1 		$317K Buy
1,177
+27
+2% +$7.98K 0.12% 168
2024
Q4 		$341K Buy
1,150
+12
+1% +$3.45K 0.13% 163
2024
Q3 		$309K Buy
1,138
+27
+2% +$6.72K 0.12% 163
2024
Q2 		$257K Sell
1,111
-21
-2% -$4.86K 0.11% 171
2024
Q1 		$258K Hold
1,132
– – 0.11% 163
2023
Q4 		$212K Hold
1,132
– – 0.1% 171
2023
Q3 		$169K Hold
1,132
– – 0.09% 173
2023
Q2 		$199K Hold
1,132
– – 0.1% 171
2023
Q1 		$185K Hold
1,132
– – 0.1% 161
2022
Q4 		$167K Hold
1,132
– – 0.09% 152
2022
Q3 		$159K Sell
1,132
-122
-10% -$18.5K 0.09% 158
2022
Q2 		$176K Hold
1,254
– – 0.1% 146
2022
Q1 		$235K Buy
1,254
+240
+24% +$43.3K 0.11% 136
2021
Q4 		$166K Hold
1,014
– – 0.08% 151
2021
Q3 		$176K Hold
1,014
– – 0.09% 146
2021
Q2 		$169K Hold
1,014
– – 0.09% 145
2021
Q1 		$147K Hold
1,014
– – 0.11% 128
2020
Q4 		$123K Buy
1,014
+14
+1% +$1.55K 0.1% 124
2020
Q3 		$101K Hold
1,000
– – 0.09% 132
2020
Q2 		$94K Sell
1,000
-352
-26% -$32.4K 0.08% 152
2020
Q1 		$105K Hold
1,352
– – 0.11% 138
2019
Q4 		$168K Buy
+1,352
New +$162K 0.14% 123

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Global Financial Private Client's AXP Position: Q3 2026 in Review

Global Financial Private Client increased its American Express (AXP) stake by 1.7% in Q3 2026, buying an estimated $7.35K and bringing the position to 1,344 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #179.

Global Financial Private Client first reported a position in AXP in Q4 2019 and has held it in 28 quarters since. The position peaked at $465K in Q4 2025. 1,952 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Global Financial Private Client held 1,344 shares of American Express worth $409K as of Q3 2026.
  • Global Financial Private Client bought 22 American Express shares in Q3 2026, an estimated $7.35K.
  • American Express made up 0.11% of Global Financial Private Client's portfolio in Q3 2026, its #179 holding.
  • Global Financial Private Client first reported a position in American Express in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's American Express position peaked at $465K in Q4 2025.
  • 1,952 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.