James T. Borello
AXP icon

James T. Borello’s American Express AXP Stock Holding History

James T. Borello’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 		$253K Sell
833
-30
-3% -$10K 0.05% 96
2026
Q2 		$292K Buy
863
+2
+0.2% +$640 0.06% 94
2026
Q1 		$260K Buy
861
+107
+14% +$35.9K 0.07% 92
2025
Q4 		$279K Buy
754
+22
+3% +$7.87K 0.07% 87
2025
Q3 		$243K Buy
732
+83
+13% +$26.4K 0.07% 86
2025
Q2 		$207K Buy
649
+2
+0.3% +$563 0.06% 81
2025
Q1 		$174K Buy
647
+2
+0.3% +$591 0.06% 81
2024
Q4 		$192K Buy
645
+1
+0.2% +$287 0.07% 74
2024
Q3 		$175K Buy
644
+2
+0.3% +$498 0.07% 71
2024
Q2 		$149K Buy
642
+2
+0.3% +$463 0.07% 70
2024
Q1 		$146K Buy
+640
New +$133K 0.07% 68

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
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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

James T. Borello's AXP Position: Q3 2026 in Review

James T. Borello reduced its American Express (AXP) stake by 3.5% in Q3 2026, selling an estimated $10K and leaving 833 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #96.

James T. Borello first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $292K in Q2 2026. 1,180 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • James T. Borello held 833 shares of American Express worth $253K as of Q3 2026.
  • James T. Borello sold 30 American Express shares in Q3 2026, an estimated $10K.
  • American Express made up 0.05% of James T. Borello's portfolio in Q3 2026, its #96 holding.
  • James T. Borello first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
  • James T. Borello's American Express position peaked at $292K in Q2 2026.
  • 1,180 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.