Invested Advisors
AXP icon

Invested Advisors’s American Express AXP Stock Holding History

Invested 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 		$420K Buy
1,382
+17
+1% +$5.68K 0.36% 80
2026
Q2 		$462K Sell
1,365
-99
-7% -$31.7K 0.41% 67
2026
Q1 		$443K Buy
1,464
+10
+0.7% +$3.35K 0.45% 65
2025
Q4 		$538K Sell
1,454
-245
-14% -$87.7K 0.56% 46
2025
Q3 		$515K Buy
+1,699
New +$540K 0.75% 35

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

Invested Advisors's AXP Position: Q3 2026 in Review

Invested Advisors increased its American Express (AXP) stake by 1.2% in Q3 2026, buying an estimated $5.68K and bringing the position to 1,382 shares worth $420K. The position accounts for 0.36% of the portfolio, ranked #80.

Invested Advisors first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $538K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Invested Advisors held 1,382 shares of American Express worth $420K as of Q3 2026.
  • Invested Advisors bought 17 American Express shares in Q3 2026, an estimated $5.68K.
  • American Express made up 0.36% of Invested Advisors's portfolio in Q3 2026, its #80 holding.
  • Invested Advisors first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Invested Advisors's American Express position peaked at $538K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Invested Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.