Letson Investment Management
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Letson Investment Management’s American Express AXP Stock Holding History

Letson Investment 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 		$9.45M Sell
31,079
-161
-0.5% -$53.8K 3.46% 6
2026
Q2 		$10.6M Sell
31,240
-202
-0.6% -$64.7K 3.88% 5
2026
Q1 		$9.5M Sell
31,442
-421
-1% -$141K 3.65% 6
2025
Q4 		$11.8M Sell
31,863
-136
-0.4% -$48.7K 4.32% 5
2025
Q3 		$10.6M Buy
31,999
+164
+0.5% +$52.2K 3.81% 6
2025
Q2 		$10.2M Sell
31,835
-12
-0% -$3.38K 4.01% 6
2025
Q1 		$8.57M Hold
31,847
– – 3.46% 6
2024
Q4 		$9.45M Hold
31,847
– – 3.82% 6
2024
Q3 		$8.64M Hold
31,847
– – 3.39% 6
2024
Q2 		$7.37M Hold
31,847
– – 3.26% 6
2024
Q1 		$7.25M Buy
31,847
+25
+0.1% +$5.18K 3.07% 9
2023
Q4 		$5.96M Buy
+31,822
New +$5.12M 2.77% 9

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Letson Investment Management's AXP Position: Q3 2026 in Review

Letson Investment Management reduced its American Express (AXP) stake by 0.52% in Q3 2026, selling an estimated $53.8K and leaving 31,079 shares worth $9.45M. The position accounts for 3.46% of the portfolio, ranked #6.

Letson Investment Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Letson Investment Management held 31,079 shares of American Express worth $9.45M as of Q3 2026.
  • Letson Investment Management sold 161 American Express shares in Q3 2026, an estimated $53.8K.
  • American Express made up 3.46% of Letson Investment Management's portfolio in Q3 2026, its #6 holding.
  • Letson Investment Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • Letson Investment Management's American Express position peaked at $11.8M in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Letson Investment Management's 13F filing for Q3 2026, filed 5 Nov 2026.