Guardian Partners
AXP icon

Guardian Partners’s American Express AXP Stock Holding History

Guardian Partners’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 		$8.09M Sell
26,594
-60
-0.2% -$20K 0.72% 45
2026
Q2 		$9.02M Buy
26,654
+285
+1% +$91.2K 0.81% 37
2026
Q1 		$8M Sell
26,369
-194
-0.7% -$65K 0.67% 47
2025
Q4 		$9.36M Sell
26,563
-905
-3% -$324K 0.75% 44
2025
Q3 		$9.02M Sell
27,468
-330
-1% -$105K 0.76% 46
2025
Q2 		$8.82M Sell
27,798
-39
-0.1% -$11K 0.79% 42
2025
Q1 		$7.24M Sell
27,837
-882
-3% -$261K 0.75% 45
2024
Q4 		$8.7M Buy
+28,719
New +$8.25M 0.89% 41

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Guardian Partners's AXP Position: Q3 2026 in Review

Guardian Partners reduced its American Express (AXP) stake by 0.23% in Q3 2026, selling an estimated $20K and leaving 26,594 shares worth $8.09M. The position accounts for 0.72% of the portfolio, ranked #45.

Guardian Partners first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.36M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Guardian Partners held 26,594 shares of American Express worth $8.09M as of Q3 2026.
  • Guardian Partners sold 60 American Express shares in Q3 2026, an estimated $20K.
  • American Express made up 0.72% of Guardian Partners's portfolio in Q3 2026, its #45 holding.
  • Guardian Partners first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
  • Guardian Partners's American Express position peaked at $9.36M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.