J.W. Burns & Co’s American Express AXP Stock Holding History

J.W. Burns & Co’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	$417K	Hold	1,371	–	–	0.04%	148
2026 Q2	$464K	Hold	1,371	–	–	0.05%	144
2026 Q1	$415K	Sell	1,371 -29	-2%	-$9.7K	0.05%	142
2025 Q4	$518K	Buy	1,400 +29	+2%	+$10.4K	0.06%	132
2025 Q3	$455K	Buy	1,371 +21	+2%	+$6.68K	0.05%	139
2025 Q2	$431K	Hold	1,350	–	–	0.05%	139
2025 Q1	$363K	Hold	1,350	–	–	0.05%	147
2024 Q4	$401K	Hold	1,350	–	–	0.05%	149
2024 Q3	$366K	Hold	1,350	–	–	0.05%	148
2024 Q2	$313K	Sell	1,350 -3	-0.2%	-$695	0.04%	156
2024 Q1	$308K	Hold	1,353	–	–	0.04%	156
2023 Q4	$253K	Hold	1,353	–	–	0.04%	168
2023 Q3	$202K	Hold	1,353	–	–	0.03%	174
2023 Q2	$236K	Hold	1,353	–	–	0.04%	163
2023 Q1	$223K	Buy	+1,353	New	+$224K	0.04%	169
2022 Q2	–	Sell	-1,353	Closed	-$253K	–	163
2022 Q1	$253K	Hold	1,353	–	–	0.04%	155
2021 Q4	$221K	Hold	1,353	–	–	0.03%	179
2021 Q3	$227K	Hold	1,353	–	–	0.04%	170
2021 Q2	$224K	Buy	+1,353	New	+$212K	0.04%	173

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

J.W. Burns & Co's AXP Position: Q3 2026 in Review

J.W. Burns & Co held its American Express (AXP) position steady in Q3 2026 at 1,371 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #148.

J.W. Burns & Co first reported a position in AXP in Q2 2021 and has held it in 19 quarters since. The position peaked at $518K in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

J.W. Burns & Co held 1,371 shares of American Express worth $417K as of Q3 2026.
J.W. Burns & Co left its American Express share count unchanged in Q3 2026.
American Express made up 0.04% of J.W. Burns & Co's portfolio in Q3 2026, its #148 holding.
J.W. Burns & Co first reported a position in American Express in Q2 2021 and has held it in 19 quarters since.
J.W. Burns & Co's American Express position peaked at $518K in Q4 2025.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on J.W. Burns & Co's 13F filing for Q3 2026, filed 20 Oct 2026.