LeConte Wealth Management
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LeConte Wealth Management’s American Express AXP Stock Holding History

LeConte 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 		$268K Buy
881
+106
+14% +$35.4K 0.14% 134
2026
Q2 		$262K Buy
775
+47
+6% +$15K 0.14% 122
2026
Q1 		$220K Sell
728
-5
-0.7% -$1.68K 0.14% 133
2025
Q4 		$271K Buy
733
+17
+2% +$6.08K 0.18% 91
2025
Q3 		$238K Buy
+716
New +$228K 0.16% 107

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

LeConte Wealth Management's AXP Position: Q3 2026 in Review

LeConte Wealth Management increased its American Express (AXP) stake by 14% in Q3 2026, buying an estimated $35.4K and bringing the position to 881 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #134.

LeConte Wealth Management first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $271K in Q4 2025. 2,271 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • LeConte Wealth Management held 881 shares of American Express worth $268K as of Q3 2026.
  • LeConte Wealth Management bought 106 American Express shares in Q3 2026, an estimated $35.4K.
  • American Express made up 0.14% of LeConte Wealth Management's portfolio in Q3 2026, its #134 holding.
  • LeConte Wealth Management first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's American Express position peaked at $271K in Q4 2025.
  • 2,271 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.