InvesTrust
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InvesTrust’s American Express AXP Stock Holding History

InvesTrust’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 		$1.14M Hold
3,750
– – 0.46% 59
2026
Q2 		$1.27M Hold
3,750
– – 0.49% 59
2026
Q1 		$1.13M Hold
3,750
– – 0.48% 59
2025
Q4 		$1.39M Sell
3,750
-450
-11% -$161K 0.54% 56
2025
Q3 		$1.4M Hold
4,200
– – 0.51% 55
2025
Q2 		$1.34M Hold
4,200
– – 0.52% 56
2025
Q1 		$1.13M Hold
4,200
– – 0.31% 59
2024
Q4 		$1.25M Buy
+4,200
New +$1.21M 0.35% 57

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
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
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

InvesTrust's AXP Position: Q3 2026 in Review

InvesTrust held its American Express (AXP) position steady in Q3 2026 at 3,750 shares worth $1.14M. The position accounts for 0.46% of the portfolio, ranked #59.

InvesTrust first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 1,341 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • InvesTrust held 3,750 shares of American Express worth $1.14M as of Q3 2026.
  • InvesTrust left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.46% of InvesTrust's portfolio in Q3 2026, its #59 holding.
  • InvesTrust first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's American Express position peaked at $1.4M in Q3 2025.
  • 1,341 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.