GoalVest Advisory
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GoalVest Advisory’s American Express AXP Stock Holding History

GoalVest Advisory’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 		$49.6K Hold
163
– – 0.01% 226
2026
Q2 		$55.1K Buy
163
+10
+7% +$3.2K 0.01% 198
2026
Q1 		$46.3K Hold
153
– – 0.01% 235
2025
Q4 		$56.6K Hold
153
– – 0.01% 234
2025
Q3 		$50.8K Hold
153
– – 0.01% 221
2025
Q2 		$48.8K Sell
153
-7
-4% -$1.97K 0.01% 210
2025
Q1 		$43K Sell
160
-2
-1% -$591 0.01% 193
2024
Q4 		$48.1K Sell
162
-164
-50% -$47.1K 0.01% 189
2024
Q3 		$88.4K Hold
326
– – 0.03% 150
2024
Q2 		$75.5K Hold
326
– – 0.02% 152
2024
Q1 		$74.2K Buy
326
+102
+46% +$21.2K 0.02% 172
2023
Q4 		$42K Sell
224
-66
-23% -$10.6K 0.02% 149
2023
Q3 		$43.3K Buy
290
+65
+29% +$10.6K 0.02% 152
2023
Q2 		$39.2K Hold
225
– – 0.02% 156
2023
Q1 		$37.1K Buy
225
+12
+6% +$1.99K 0.02% 126
2022
Q4 		$31.5K Hold
213
– – 0.02% 133
2022
Q3 		$29K Sell
213
-4,063
-95% -$615K 0.02% 135
2022
Q2 		$597K Sell
4,276
-77
-2% -$12.7K 0.38% 81
2022
Q1 		$814K Buy
+4,353
New +$786K 0.46% 63
2021
Q2 		$814K Buy
4,928
+878
+22% +$138K 0.51% 54
2021
Q1 		$573K Buy
4,050
+106
+3% +$14K 0.43% 79
2020
Q4 		$477K Buy
+3,944
New +$437K 0.4% 74

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
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
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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GoalVest Advisory's AXP Position: Q3 2026 in Review

GoalVest Advisory held its American Express (AXP) position steady in Q3 2026 at 163 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #226.

GoalVest Advisory first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $814K in Q1 2022. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • GoalVest Advisory held 163 shares of American Express worth $49.6K as of Q3 2026.
  • GoalVest Advisory left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #226 holding.
  • GoalVest Advisory first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's American Express position peaked at $814K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.