Great Lakes Retirement
AXP icon

Great Lakes Retirement’s American Express AXP Stock Holding History

Great Lakes Retirement’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 		$3.55M Buy
11,688
+55
+0.5% +$18.4K 0.31% 66
2026
Q2 		$3.93M Buy
11,633
+99
+0.9% +$31.7K 0.35% 65
2026
Q1 		$3.49M Sell
11,534
-268
-2% -$89.9K 0.36% 61
2025
Q4 		$4.37M Buy
11,802
+74
+0.6% +$26.5K 0.45% 49
2025
Q3 		$3.9M Buy
11,728
+539
+5% +$171K 0.43% 49
2025
Q2 		$3.57M Buy
11,189
+472
+4% +$133K 0.42% 49
2025
Q1 		$2.88M Buy
10,717
+195
+2% +$57.6K 0.38% 60
2024
Q4 		$3.12M Sell
10,522
-105
-1% -$30.2K 0.4% 51
2024
Q3 		$2.88M Buy
10,627
+178
+2% +$44.3K 0.37% 61
2024
Q2 		$2.42M Buy
10,449
+994
+11% +$230K 0.33% 64
2024
Q1 		$2.15M Buy
9,455
+109
+1% +$22.6K 0.32% 68
2023
Q4 		$1.75M Buy
9,346
+7,082
+313% +$1.14M 0.29% 73
2023
Q3 		$338K Sell
2,264
-47
-2% -$7.69K 0.06% 189
2023
Q2 		$403K Sell
2,311
-35
-1% -$5.65K 0.07% 182
2023
Q1 		$387K Buy
+2,346
New +$389K 0.07% 187

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Great Lakes Retirement's AXP Position: Q3 2026 in Review

Great Lakes Retirement increased its American Express (AXP) stake by 0.47% in Q3 2026, buying an estimated $18.4K and bringing the position to 11,688 shares worth $3.55M. The position accounts for 0.31% of the portfolio, ranked #66.

Great Lakes Retirement first reported a position in AXP in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.37M in Q4 2025. 1,871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Great Lakes Retirement held 11,688 shares of American Express worth $3.55M as of Q3 2026.
  • Great Lakes Retirement bought 55 American Express shares in Q3 2026, an estimated $18.4K.
  • American Express made up 0.31% of Great Lakes Retirement's portfolio in Q3 2026, its #66 holding.
  • Great Lakes Retirement first reported a position in American Express in Q1 2023 and has held it in 15 quarters since.
  • Great Lakes Retirement's American Express position peaked at $4.37M in Q4 2025.
  • 1,871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Great Lakes Retirement's 13F filing for Q3 2026, filed 26 Oct 2026.