Manchester Financial’s American Express AXP Stock Holding History

Manchester 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	$326K	Sell	1,072 -44	-4%	-$14.7K	0.06%	102
2026 Q2	$377K	Hold	1,116	–	–	0.07%	97
2026 Q1	$337K	Sell	1,116 -79	-7%	-$26.5K	0.06%	101
2025 Q4	$442K	Sell	1,195 -12	-1%	-$4.29K	0.08%	93
2025 Q3	$401K	Sell	1,207 -50	-4%	-$15.9K	0.08%	89
2025 Q2	$401K	Hold	1,257	–	–	0.08%	80
2025 Q1	$338K	Hold	1,257	–	–	0.08%	87
2024 Q4	$373K	Hold	1,257	–	–	0.08%	69
2024 Q3	$341K	Sell	1,257 -7	-0.6%	-$1.74K	0.07%	78
2024 Q2	$293K	Buy	+1,264	New	+$293K	0.07%	81
2021 Q2	–	Sell	-454	Closed	-$64K	–	128
2021 Q1	$64K	Hold	454	–	–	0.03%	150
2020 Q4	$55K	Hold	454	–	–	0.03%	145
2020 Q3	$46K	Hold	454	–	–	0.03%	139
2020 Q2	$43K	Hold	454	–	–	0.03%	137
2020 Q1	$39K	Sell	454 -21	-4%	-$2.44K	0.03%	136
2019 Q4	$59K	Buy	+475	New	+$56.8K	0.02%	123
2019 Q3	–	Sell	-475	Closed	-$59K	–	88
2019 Q2	$59K	Buy	+475	New	+$55.8K	0.03%	126

Other funds holding AXP

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Manchester Financial's AXP Position: Q3 2026 in Review

Manchester Financial reduced its American Express (AXP) stake by 3.9% in Q3 2026, selling an estimated $14.7K and leaving 1,072 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #102.

Manchester Financial first reported a position in AXP in Q2 2019 and has held it in 17 quarters since. The position peaked at $442K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Manchester Financial held 1,072 shares of American Express worth $326K as of Q3 2026.
Manchester Financial sold 44 American Express shares in Q3 2026, an estimated $14.7K.
American Express made up 0.06% of Manchester Financial's portfolio in Q3 2026, its #102 holding.
Manchester Financial first reported a position in American Express in Q2 2019 and has held it in 17 quarters since.
Manchester Financial's American Express position peaked at $442K in Q4 2025.
1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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