LongView Wealth Management
AXP icon

LongView Wealth Management’s American Express AXP Stock Holding History

LongView 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 		$790K Buy
2,598
+5
+0.2% +$1.67K 0.19% 104
2026
Q2 		$877K Sell
2,593
-127
-5% -$40.7K 0.23% 93
2026
Q1 		$889K Sell
2,720
-153
-5% -$51.3K 0.22% 101
2025
Q4 		$1.03M Sell
2,873
-31
-1% -$11.1K 0.25% 81
2025
Q3 		$965K Buy
2,904
+4
+0.1% +$1.27K 0.26% 81
2025
Q2 		$925K Buy
2,900
+105
+4% +$29.6K 0.28% 76
2025
Q1 		$752K Sell
2,795
-226
-7% -$66.8K 0.23% 89
2024
Q4 		$897K Buy
3,021
+10
+0.3% +$2.87K 0.27% 76
2024
Q3 		$817K Sell
3,011
-27
-0.9% -$6.72K 0.26% 79
2024
Q2 		$703K Buy
3,038
+159
+6% +$36.8K 0.26% 78
2024
Q1 		$656K Sell
2,879
-334
-10% -$69.3K 0.26% 80
2023
Q4 		$600K Buy
+3,213
New +$517K 0.27% 82

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

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

LongView Wealth Management increased its American Express (AXP) stake by 0.19% in Q3 2026, buying an estimated $1.67K and bringing the position to 2,598 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #104.

LongView Wealth Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2025. 1,441 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • LongView Wealth Management held 2,598 shares of American Express worth $790K as of Q3 2026.
  • LongView Wealth Management bought 5 American Express shares in Q3 2026, an estimated $1.67K.
  • American Express made up 0.19% of LongView Wealth Management's portfolio in Q3 2026, its #104 holding.
  • LongView Wealth Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's American Express position peaked at $1.03M in Q4 2025.
  • 1,441 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.