LifeSteps Financial
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LifeSteps Financial’s American Express AXP Stock Holding History

LifeSteps Financial’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 		– Sell
-218
Closed -$73.7K – 160
2026
Q2 		$73.7K Buy
+218
New +$69.8K 0.03% 180
2024
Q2 		– Sell
-225
Closed -$51.2K – 109
2024
Q1 		$51.2K Buy
+225
New +$46.7K 0.04% 151

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

LifeSteps Financial's AXP Position: Q3 2026 in Review

LifeSteps Financial sold out of American Express (AXP) in Q3 2026, closing a stake of 218 shares — an estimated $73.7K sold.

LifeSteps Financial first reported a position in AXP in Q1 2024 and held it in 2 quarters. The position peaked at $73.7K in Q2 2026. 1,815 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • LifeSteps Financial reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 218 American Express shares in Q3 2026, an estimated $73.7K.
  • LifeSteps Financial first reported a position in American Express in Q1 2024 and held it in 2 quarters.
  • LifeSteps Financial's American Express position peaked at $73.7K in Q2 2026.
  • 1,815 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.