Graves Light Lenhart Wealth
AXP icon

Graves Light Lenhart Wealth’s American Express AXP Stock Holding History

Graves Light Lenhart Wealth’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 		$792K Hold
2,603
– – 0.07% 93
2026
Q2 		$880K Hold
2,603
– – 0.08% 96
2026
Q1 		$787K Sell
2,603
-7
-0.3% -$2.35K 0.08% 97
2025
Q4 		$966K Sell
2,610
-140
-5% -$50.1K 0.1% 84
2025
Q3 		$913K Sell
2,750
-1
-0% -$318 0.1% 88
2025
Q2 		$878K Hold
2,751
– – 0.1% 87
2025
Q1 		$740K Buy
2,751
+68
+3% +$20.1K 0.09% 93
2024
Q4 		$796K Sell
2,683
-100
-4% -$28.7K 0.1% 90
2024
Q3 		$755K Hold
2,783
– – 0.09% 92
2024
Q2 		$651K Hold
2,783
– – 0.07% 99
2024
Q1 		$634K Hold
2,783
– – 0.07% 97
2023
Q4 		$521K Hold
2,783
– – 0.06% 107
2023
Q3 		$416K Hold
2,783
– – 0.06% 112
2023
Q2 		$485K Buy
2,783
+344
+14% +$55.5K 0.07% 111
2023
Q1 		$402K Hold
2,439
– – 0.06% 112
2022
Q4 		$360K Hold
2,439
– – 0.06% 120
2022
Q3 		$329K Hold
2,439
– – 0.05% 126
2022
Q2 		$338K Sell
2,439
-288
-11% -$47.6K 0.05% 126
2022
Q1 		$510K Sell
2,727
-397
-13% -$71.7K 0.07% 109
2021
Q4 		$511K Buy
3,124
+1
+0% +$171 0.07% 115
2021
Q3 		$523K Buy
3,123
+1
+0% +$167 0.08% 102
2021
Q2 		$516K Sell
3,122
-90
-3% -$14.1K 0.08% 105
2021
Q1 		$454K Buy
3,212
+88
+3% +$11.6K 0.08% 111
2020
Q4 		$378K Buy
3,124
+84
+3% +$9.3K 0.07% 111
2020
Q3 		$305K Buy
3,040
+178
+6% +$17.5K 0.07% 115
2020
Q2 		$272K Buy
+2,862
New +$264K 0.06% 124
2020
Q1 		– Sell
-2,219
Closed -$276K – 160
2019
Q4 		$276K Hold
2,219
– – 0.06% 140
2019
Q3 		$260K Hold
2,219
– – 0.06% 145
2019
Q2 		$274K Hold
2,219
– – 0.07% 127
2019
Q1 		$243K Hold
2,219
– – 0.06% 129
2018
Q4 		$212K Buy
+2,219
New +$232K 0.06% 133

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

Graves Light Lenhart Wealth's AXP Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its American Express (AXP) position steady in Q3 2026 at 2,603 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #93.

Graves Light Lenhart Wealth first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $966K in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Graves Light Lenhart Wealth held 2,603 shares of American Express worth $792K as of Q3 2026.
  • Graves Light Lenhart Wealth left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.07% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #93 holding.
  • Graves Light Lenhart Wealth first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's American Express position peaked at $966K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.