JB Capital
AXP icon

JB Capital’s American Express AXP Stock Holding History

JB Capital’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 		$338K Buy
1,111
+14
+1% +$4.68K 0.01% 208
2026
Q2 		$371K Buy
1,097
+372
+51% +$119K 0.01% 206
2026
Q1 		$219K Sell
725
-170
-19% -$57K 0.01% 244
2025
Q4 		$331K Buy
895
+1
+0.1% +$358 0.01% 207
2025
Q3 		$297K Sell
894
-1
-0.1% -$318 0.01% 210
2025
Q2 		$285K Buy
895
+105
+13% +$29.6K 0.01% 202
2025
Q1 		$213K Buy
+790
New +$234K 0.01% 209
2022
Q3 		– Sell
-5,439
Closed -$754K – 163
2022
Q2 		$754K Buy
5,439
+576
+12% +$95.1K 0.08% 127
2022
Q1 		$910K Buy
4,863
+560
+13% +$101K 0.09% 115
2021
Q4 		$704K Buy
4,303
+1,015
+31% +$173K 0.07% 141
2021
Q3 		$551K Buy
+3,288
New +$550K 0.07% 165

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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

JB Capital's AXP Position: Q3 2026 in Review

JB Capital increased its American Express (AXP) stake by 1.3% in Q3 2026, buying an estimated $4.68K and bringing the position to 1,111 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #208.

JB Capital first reported a position in AXP in Q3 2021 and has held it in 11 quarters since. The position peaked at $910K in Q1 2022. 980 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • JB Capital held 1,111 shares of American Express worth $338K as of Q3 2026.
  • JB Capital bought 14 American Express shares in Q3 2026, an estimated $4.68K.
  • American Express made up 0.01% of JB Capital's portfolio in Q3 2026, its #208 holding.
  • JB Capital first reported a position in American Express in Q3 2021 and has held it in 11 quarters since.
  • JB Capital's American Express position peaked at $910K in Q1 2022.
  • 980 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.