Marest Capital’s American Express AXP Stock Holding History

Marest Capital’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	$665K	Hold	2,180	–	–	0.34%	15
2026 Q2	$738K	Buy	2,180 +22	+1%	+$7.04K	0.37%	14
2026 Q1	$653K	Buy	2,158 +1,177	+120%	+$395K	0.38%	14
2025 Q4	$363K	Buy	981 +2	+0.2%	+$716	0.2%	22
2025 Q3	$325K	Buy	979 +3	+0.3%	+$954	0.2%	23
2025 Q2	$311K	Buy	976 +38	+4%	+$10.7K	0.24%	16
2025 Q1	$252K	Buy	938 +2	+0.2%	+$591	0.21%	22
2024 Q4	$278K	Buy	936 +3	+0.3%	+$862	0.22%	18
2024 Q3	$253K	Buy	+933	New	+$232K	0.21%	18

Other funds holding AXP

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

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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Marest Capital's AXP Position: Q3 2026 in Review

Marest Capital held its American Express (AXP) position steady in Q3 2026 at 2,180 shares worth $665K. The position accounts for 0.34% of the portfolio, ranked #15.

Marest Capital first reported a position in AXP in Q3 2024 and has held it in 9 quarters since. The position peaked at $738K in Q2 2026. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Marest Capital held 2,180 shares of American Express worth $665K as of Q3 2026.
Marest Capital left its American Express share count unchanged in Q3 2026.
American Express made up 0.34% of Marest Capital's portfolio in Q3 2026, its #15 holding.
Marest Capital first reported a position in American Express in Q3 2024 and has held it in 9 quarters since.
Marest Capital's American Express position peaked at $738K in Q2 2026.
1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Marest Capital's 13F filing for Q3 2026, filed 23 Oct 2026.