Holcombe Financial
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Holcombe Financial’s American Express AXP Stock Holding History

Holcombe Financial’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 		– Sell
-655
Closed -$221K – 52
2026
Q2 		$221K Buy
+655
New +$210K 0.13% 51
2026
Q1 		– Sell
-655
Closed -$242K – 50
2025
Q4 		$242K Sell
655
-57
-8% -$20.4K 0.15% 45
2025
Q3 		$236K Hold
712
– – 0.17% 39
2025
Q2 		$227K Buy
+712
New +$200K 0.17% 38
2025
Q1 		– Sell
-712
Closed -$211K – 41
2024
Q4 		$211K Buy
+712
New +$205K 0.17% 36

Other funds holding AXP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Holcombe Financial's AXP Position: Q3 2026 in Review

Holcombe Financial sold out of American Express (AXP) in Q3 2026, closing a stake of 655 shares — an estimated $221K sold.

Holcombe Financial first reported a position in AXP in Q4 2024 and held it in 5 quarters. The position peaked at $242K in Q4 2025. 1,543 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Holcombe Financial reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Holcombe Financial sold 655 American Express shares in Q3 2026, an estimated $221K.
  • Holcombe Financial first reported a position in American Express in Q4 2024 and held it in 5 quarters.
  • Holcombe Financial's American Express position peaked at $242K in Q4 2025.
  • 1,543 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.