J.W. Cole Advisors
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J.W. Cole Advisors’s American Express AXP Stock Holding History

J.W. Cole 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 		$7.46M Buy
24,521
+689
+3% +$230K 0.13% 170
2026
Q2 		$8.06M Sell
23,832
-635
-3% -$203K 0.14% 153
2026
Q1 		$7.4M Sell
24,467
-421
-2% -$141K 0.25% 81
2025
Q4 		$8.44M Sell
24,888
-2,006
-7% -$718K 0.2% 97
2025
Q3 		$8.93M Buy
26,894
+186
+0.7% +$59.2K 0.17% 118
2025
Q2 		$8.52M Buy
26,708
+2,626
+11% +$739K 0.18% 117
2025
Q1 		$6.48M Buy
24,082
+10,852
+82% +$3.21M 0.2% 108
2024
Q4 		$3.93M Buy
13,230
+491
+4% +$141K 0.16% 136
2024
Q3 		$3.45M Buy
12,739
+1,874
+17% +$467K 0.14% 144
2024
Q2 		$2.52M Buy
10,865
+1,039
+11% +$241K 0.12% 179
2024
Q1 		$2.24M Buy
9,826
+20
+0.2% +$4.15K 0.11% 196
2023
Q4 		$1.84M Buy
9,806
+2,572
+36% +$414K 0.11% 205
2023
Q3 		$1.08M Sell
7,234
-1,733
-19% -$283K 0.08% 244
2023
Q2 		$1.56M Sell
8,967
-2,155
-19% -$348K 0.11% 203
2023
Q1 		$1.83M Sell
11,122
-327
-3% -$54.2K 0.13% 181
2022
Q4 		$1.69M Buy
11,449
+1,829
+19% +$271K 0.13% 185
2022
Q3 		$1.3M Buy
9,620
+893
+10% +$135K 0.11% 213
2022
Q2 		$1.21M Buy
8,727
+392
+5% +$64.8K 0.1% 233
2022
Q1 		$1.56M Buy
8,335
+1,049
+14% +$189K 0.1% 213
2021
Q4 		$1.19M Sell
7,286
-6
-0.1% -$1.02K 0.08% 265
2021
Q3 		$1.22M Buy
7,292
+485
+7% +$81.1K 0.09% 145
2021
Q2 		$1.12M Buy
6,807
+279
+4% +$43.7K 0.09% 256
2021
Q1 		$923K Sell
6,528
-2,500
-28% -$330K 0.09% 252
2020
Q4 		$1.09M Sell
9,028
-3,821
-30% -$423K 0.11% 213
2020
Q3 		$1.29M Buy
+12,849
New +$1.26M 0.1% 213
2020
Q1 		– Sell
-5,235
Closed -$652K – 131
2019
Q4 		$652K Buy
+5,235
New +$626K 0.08% 254

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 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

J.W. Cole Advisors's AXP Position: Q3 2026 in Review

J.W. Cole Advisors increased its American Express (AXP) stake by 2.9% in Q3 2026, buying an estimated $230K and bringing the position to 24,521 shares worth $7.46M. The position accounts for 0.13% of the portfolio, ranked #170.

J.W. Cole Advisors first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.93M in Q3 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • J.W. Cole Advisors held 24,521 shares of American Express worth $7.46M as of Q3 2026.
  • J.W. Cole Advisors bought 689 American Express shares in Q3 2026, an estimated $230K.
  • American Express made up 0.13% of J.W. Cole Advisors's portfolio in Q3 2026, its #170 holding.
  • J.W. Cole Advisors first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's American Express position peaked at $8.93M in Q3 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.