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Keudell/Morrison Wealth Management’s American Express AXP Stock Holding History

Keudell/Morrison Wealth 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 		$543K Sell
1,784
-3
-0.2% -$1K 0.1% 129
2026
Q2 		$604K Sell
1,787
-97
-5% -$31.1K 0.11% 120
2026
Q1 		$570K Buy
1,884
+177
+10% +$59.3K 0.12% 119
2025
Q4 		$632K Buy
+1,707
New +$611K 0.13% 107
2025
Q2 		$615K Hold
1,927
– – 0.14% 106
2025
Q1 		$518K Hold
1,927
– – 0.12% 108
2024
Q4 		$572K Hold
1,927
– – 0.15% 96
2024
Q3 		$523K Hold
1,927
– – 0.14% 112
2024
Q2 		$446K Sell
1,927
-25
-1% -$5.79K 0.13% 122
2024
Q1 		$444K Hold
1,952
– – 0.13% 125
2023
Q4 		$366K Hold
1,952
– – 0.12% 131
2023
Q3 		$291K Sell
1,952
-87
-4% -$14.2K 0.09% 142
2023
Q2 		$355K Hold
2,039
– – 0.1% 129
2023
Q1 		$336K Hold
2,039
– – 0.1% 132
2022
Q4 		$301K Hold
2,039
– – 0.1% 136
2022
Q3 		$275K Sell
2,039
-1
-0% -$151 0.1% 144
2022
Q2 		$283K Sell
2,040
-45
-2% -$7.43K 0.1% 142
2022
Q1 		$390K Sell
2,085
-20
-1% -$3.61K 0.16% 121
2021
Q4 		$344K Sell
2,105
-158
-7% -$26.9K 0.14% 131
2021
Q3 		$379K Sell
2,263
-35
-2% -$5.85K 0.16% 119
2021
Q2 		$380K Buy
2,298
+32
+1% +$5.01K 0.21% 116
2021
Q1 		$321K Sell
2,266
-17
-0.7% -$2.25K 0.19% 123
2020
Q4 		$276K Sell
2,283
-1,538
-40% -$170K 0.18% 128
2020
Q3 		$383K Sell
3,821
-58
-1% -$5.71K 0.25% 96
2020
Q2 		$369K Buy
3,879
+561
+17% +$51.7K 0.31% 93
2020
Q1 		$284K Buy
3,318
+261
+9% +$30.4K 0.28% 106
2019
Q4 		$381K Sell
3,057
-11
-0.4% -$1.32K 0.26% 100
2019
Q3 		$363K Sell
3,068
-18
-0.6% -$2.21K 0.3% 91
2019
Q2 		$381K Sell
3,086
-136
-4% -$16K 0.33% 84
2019
Q1 		$352K Buy
+3,222
New +$339K 0.31% 95

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
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
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

Keudell/Morrison Wealth Management's AXP Position: Q3 2026 in Review

Keudell/Morrison Wealth Management reduced its American Express (AXP) stake by 0.17% in Q3 2026, selling an estimated $1K and leaving 1,784 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #129.

Keudell/Morrison Wealth Management first reported a position in AXP in Q1 2019 and has held it in 30 quarters since. The position peaked at $632K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Keudell/Morrison Wealth Management held 1,784 shares of American Express worth $543K as of Q3 2026.
  • Keudell/Morrison Wealth Management sold 3 American Express shares in Q3 2026, an estimated $1K.
  • American Express made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Keudell/Morrison Wealth Management first reported a position in American Express in Q1 2019 and has held it in 30 quarters since.
  • Keudell/Morrison Wealth Management's American Express position peaked at $632K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.