Gradient Capital Advisors’s American Express AXP Stock Holding History

Gradient Capital Advisors’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	$226K	Buy	744 +47	+7%	+$15.7K	0.05%	167
2026 Q2	$236K	Buy	697 +1	+0.1%	+$320	0.05%	163
2026 Q1	$211K	Hold	696	–	–	0.05%	169
2025 Q4	$257K	Buy	696 +1	+0.1%	+$358	0.07%	148
2025 Q3	$231K	Buy	695 +7	+1%	+$2.23K	0.06%	153
2025 Q2	$219K	Buy	+688	New	+$194K	0.06%	153
2025 Q1	–	Sell	-686	Closed	-$204K	–	156
2024 Q4	$204K	Buy	+686	New	+$197K	0.07%	150

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Gradient Capital Advisors's AXP Position: Q3 2026 in Review

Gradient Capital Advisors increased its American Express (AXP) stake by 6.7% in Q3 2026, buying an estimated $15.7K and bringing the position to 744 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #167.

Gradient Capital Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Gradient Capital Advisors held 744 shares of American Express worth $226K as of Q3 2026.
Gradient Capital Advisors bought 47 American Express shares in Q3 2026, an estimated $15.7K.
American Express made up 0.05% of Gradient Capital Advisors's portfolio in Q3 2026, its #167 holding.
Gradient Capital Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Gradient Capital Advisors's American Express position peaked at $257K in Q4 2025.
1,161 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.