Legacy Edge Advisors’s American Express AXP Stock Holding History

Legacy Edge Advisors’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	$1.67M	Sell	5,491 -300	-5%	-$100K	0.15%	81
2026 Q2	$1.96M	Sell	5,791 -64	-1%	-$20.5K	0.18%	71
2026 Q1	$1.77M	Sell	5,855 -42	-0.7%	-$14.1K	0.19%	66
2025 Q4	$2.18M	Sell	5,897 -145	-2%	-$51.9K	0.24%	53
2025 Q3	$2.01M	Sell	6,042 -250	-4%	-$79.5K	0.24%	55
2025 Q2	$2.01M	Sell	6,292 -51	-0.8%	-$14.4K	0.27%	51
2025 Q1	$1.71M	Buy	6,343 +362	+6%	+$107K	0.27%	47
2024 Q4	$1.78M	Sell	5,981 -663	-10%	-$190K	0.28%	47
2024 Q3	$1.8M	Sell	6,644 -199	-3%	-$49.6K	0.29%	46
2024 Q2	$1.58M	Buy	6,843 +1,266	+23%	+$293K	0.29%	47
2024 Q1	$1.27M	Buy	5,577 +430	+8%	+$89.2K	0.26%	54
2023 Q4	$964K	Buy	+5,147	New	+$829K	0.22%	65

Other funds holding AXP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Edge Advisors's AXP Position: Q3 2026 in Review

Legacy Edge Advisors reduced its American Express (AXP) stake by 5.2% in Q3 2026, selling an estimated $100K and leaving 5,491 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #81.

Legacy Edge Advisors first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2025. 2,082 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Legacy Edge Advisors held 5,491 shares of American Express worth $1.67M as of Q3 2026.
Legacy Edge Advisors sold 300 American Express shares in Q3 2026, an estimated $100K.
American Express made up 0.15% of Legacy Edge Advisors's portfolio in Q3 2026, its #81 holding.
Legacy Edge Advisors first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's American Express position peaked at $2.18M in Q4 2025.
2,082 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.