Insight Advisors
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Insight Advisors’s American Express AXP Stock Holding History

Insight 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 		$769K Sell
2,529
-319
-11% -$107K 0.14% 97
2026
Q2 		$963K Sell
2,848
-235
-8% -$75.2K 0.17% 86
2026
Q1 		$933K Sell
3,083
-2,507
-45% -$841K 0.18% 82
2025
Q4 		$2.07M Sell
5,590
-118
-2% -$42.2K 0.31% 58
2025
Q3 		$1.9M Buy
5,708
+22
+0.4% +$7K 0.29% 60
2025
Q2 		$1.81M Sell
5,686
-196
-3% -$55.2K 0.29% 55
2025
Q1 		$1.58M Sell
5,882
-126
-2% -$37.2K 0.28% 59
2024
Q4 		$1.79M Sell
6,008
-139
-2% -$39.9K 0.3% 56
2024
Q3 		$1.67M Sell
6,147
-237
-4% -$59K 0.29% 58
2024
Q2 		$1.48M Sell
6,384
-400
-6% -$92.6K 0.27% 67
2024
Q1 		$1.54M Sell
6,784
-57
-0.8% -$11.8K 0.3% 60
2023
Q4 		$1.28M Sell
6,841
-192
-3% -$30.9K 0.27% 60
2023
Q3 		$1.05M Sell
7,033
-44
-0.6% -$7.2K 0.24% 72
2023
Q2 		$1.23M Sell
7,077
-11
-0.2% -$1.78K 0.28% 61
2023
Q1 		$1.17M Sell
7,088
-176
-2% -$29.2K 0.27% 59
2022
Q4 		$1.07M Sell
7,264
-296
-4% -$43.9K 0.37% 65
2022
Q3 		$1.02M Buy
7,560
+45
+0.6% +$6.81K 0.4% 62
2022
Q2 		$1.18M Sell
7,515
-181
-2% -$29.9K 0.4% 62
2022
Q1 		$1.44M Sell
7,696
-100
-1% -$18.1K 0.43% 63
2021
Q4 		$1.28M Buy
7,796
+100
+1% +$17.1K 0.38% 68
2021
Q3 		$1.33M Sell
7,696
-12
-0.2% -$2.01K 0.4% 65
2021
Q2 		$1.3M Sell
7,708
-187
-2% -$29.3K 0.41% 62
2021
Q1 		$1.21M Buy
7,895
+720
+10% +$95.1K 0.38% 65
2020
Q4 		$868K Buy
+7,175
New +$795K 0.33% 81

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Insight Advisors's AXP Position: Q3 2026 in Review

Insight Advisors reduced its American Express (AXP) stake by 11% in Q3 2026, selling an estimated $107K and leaving 2,529 shares worth $769K. The position accounts for 0.14% of the portfolio, ranked #97.

Insight Advisors first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.07M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Insight Advisors held 2,529 shares of American Express worth $769K as of Q3 2026.
  • Insight Advisors sold 319 American Express shares in Q3 2026, an estimated $107K.
  • American Express made up 0.14% of Insight Advisors's portfolio in Q3 2026, its #97 holding.
  • Insight Advisors first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's American Express position peaked at $2.07M in Q4 2025.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.