Joseph Group Capital Management
AXP icon

Joseph Group Capital Management’s American Express AXP Stock Holding History

Joseph Group Capital Management’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 		$53.5K Buy
176
+13
+8% +$4.34K 0.01% 141
2026
Q2 		$55.1K Buy
163
+66
+68% +$21.1K 0.01% 123
2026
Q1 		$29.3K Buy
97
+27
+39% +$9.05K 0.01% 143
2025
Q4 		$25.9K Buy
+70
New +$25K 0.01% 114

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Joseph Group Capital Management's AXP Position: Q3 2026 in Review

Joseph Group Capital Management increased its American Express (AXP) stake by 8% in Q3 2026, buying an estimated $4.34K and bringing the position to 176 shares worth $53.5K. The position accounts for 0.01% of the portfolio, ranked #141.

Joseph Group Capital Management first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $55.1K in Q2 2026. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Joseph Group Capital Management held 176 shares of American Express worth $53.5K as of Q3 2026.
  • Joseph Group Capital Management bought 13 American Express shares in Q3 2026, an estimated $4.34K.
  • American Express made up 0.01% of Joseph Group Capital Management's portfolio in Q3 2026, its #141 holding.
  • Joseph Group Capital Management first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • Joseph Group Capital Management's American Express position peaked at $55.1K in Q2 2026.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.