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Herold Advisors’s American Express AXP Stock Holding History

Herold 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 		$712K Buy
2,342
+526
+29% +$176K 0.14% 148
2026
Q2 		$614K Sell
1,816
-67
-4% -$21.5K 0.12% 160
2026
Q1 		$569K Buy
1,883
+171
+10% +$57.3K 0.13% 164
2025
Q4 		$633K Sell
1,712
-11
-0.6% -$3.94K 0.14% 147
2025
Q3 		$572K Sell
1,723
-945
-35% -$301K 0.13% 151
2025
Q2 		$851K Sell
2,668
-301
-10% -$84.7K 0.18% 126
2025
Q1 		$799K Buy
2,969
+997
+51% +$295K 0.18% 136
2024
Q4 		$586K Buy
1,972
+119
+6% +$34.2K 0.13% 172
2024
Q3 		$503K Sell
1,853
-299
-14% -$74.5K 0.11% 188
2024
Q2 		$499K Sell
2,152
-100
-4% -$23.2K 0.12% 180
2024
Q1 		$513K Hold
2,252
– – 0.12% 176
2023
Q4 		$422K Hold
2,252
– – 0.12% 177
2023
Q3 		$336K Sell
2,252
-599
-21% -$98K 0.1% 192
2023
Q2 		$497K Sell
2,851
-350
-11% -$56.5K 0.15% 153
2023
Q1 		$528K Buy
3,201
+100
+3% +$16.6K 0.18% 133
2022
Q4 		$458K Buy
3,101
+1
+0% +$148 0.19% 123
2022
Q3 		$418K Hold
3,100
– – 0.2% 118
2022
Q2 		$429K Buy
3,100
+100
+3% +$16.5K 0.19% 129
2022
Q1 		$561K Hold
3,000
– – 0.2% 120
2021
Q4 		$490K Hold
3,000
– – 0.19% 127
2021
Q3 		$502K Buy
+3,000
New +$502K 0.2% 128

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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Herold Advisors's AXP Position: Q3 2026 in Review

Herold Advisors increased its American Express (AXP) stake by 29% in Q3 2026, buying an estimated $176K and bringing the position to 2,342 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #148.

Herold Advisors first reported a position in AXP in Q3 2021 and has held it in 21 quarters since. The position peaked at $851K in Q2 2025. 632 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Herold Advisors held 2,342 shares of American Express worth $712K as of Q3 2026.
  • Herold Advisors bought 526 American Express shares in Q3 2026, an estimated $176K.
  • American Express made up 0.14% of Herold Advisors's portfolio in Q3 2026, its #148 holding.
  • Herold Advisors first reported a position in American Express in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's American Express position peaked at $851K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.