Maia Wealth
AXP icon

Maia Wealth’s American Express AXP Stock Holding History

Maia Wealth’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 		$360K Sell
1,185
-131
-10% -$43.8K 0.05% 249
2026
Q2 		$445K Buy
1,316
+53
+4% +$17K 0.07% 235
2026
Q1 		$382K Sell
1,263
-10
-0.8% -$3.35K 0.06% 256
2025
Q4 		$437K Sell
1,273
-108
-8% -$38.6K 0.07% 234
2025
Q3 		$508K Sell
1,381
-59
-4% -$18.8K 0.09% 210
2025
Q2 		$459K Sell
1,440
-42
-3% -$11.8K 0.09% 206
2025
Q1 		$379K Buy
1,482
+90
+6% +$26.6K 0.09% 202
2024
Q4 		$441K Buy
1,392
+80
+6% +$23K 0.09% 180
2024
Q3 		$354K Buy
1,312
+139
+12% +$34.6K 0.09% 181
2024
Q2 		$286K Buy
+1,173
New +$272K 0.09% 165

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Maia Wealth's AXP Position: Q3 2026 in Review

Maia Wealth reduced its American Express (AXP) stake by 10% in Q3 2026, selling an estimated $43.8K and leaving 1,185 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #249.

Maia Wealth first reported a position in AXP in Q2 2024 and has held it in 10 quarters since. The position peaked at $508K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Maia Wealth held 1,185 shares of American Express worth $360K as of Q3 2026.
  • Maia Wealth sold 131 American Express shares in Q3 2026, an estimated $43.8K.
  • American Express made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #249 holding.
  • Maia Wealth first reported a position in American Express in Q2 2024 and has held it in 10 quarters since.
  • Maia Wealth's American Express position peaked at $508K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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