Marino Stram & Associates
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Marino Stram & Associates’s American Express AXP Stock Holding History

Marino Stram & Associates’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 		$954K Buy
3,137
+500
+19% +$167K 0.15% 87
2026
Q2 		$892K Buy
2,637
+7
+0.3% +$2.24K 0.14% 93
2026
Q1 		$796K Buy
2,630
+48
+2% +$16.1K 0.14% 95
2025
Q4 		$955K Buy
2,582
+205
+9% +$73.4K 0.17% 85
2025
Q3 		$790K Hold
2,377
– – 0.14% 97
2025
Q2 		$758K Buy
2,377
+1
+0% +$281 0.15% 96
2025
Q1 		$639K Hold
2,376
– – 0.14% 103
2024
Q4 		$705K Sell
2,376
-98
-4% -$28.2K 0.16% 100
2024
Q3 		$671K Buy
2,474
+120
+5% +$29.9K 0.15% 101
2024
Q2 		$545K Hold
2,354
– – 0.13% 103
2024
Q1 		$536K Buy
2,354
+7
+0.3% +$1.45K 0.13% 108
2023
Q4 		$440K Hold
2,347
– – 0.11% 112
2023
Q3 		$350K Buy
2,347
+12
+0.5% +$1.96K 0.1% 117
2023
Q2 		$407K Buy
2,335
+48
+2% +$7.74K 0.12% 109
2023
Q1 		$377K Buy
2,287
+11
+0.5% +$1.82K 0.11% 111
2022
Q4 		$336K Sell
2,276
-48
-2% -$7.11K 0.11% 112
2022
Q3 		$314K Buy
2,324
+36
+2% +$5.45K 0.11% 110
2022
Q2 		$317K Buy
2,288
+265
+13% +$43.8K 0.11% 116
2022
Q1 		$378K Buy
2,023
+66
+3% +$11.9K 0.12% 113
2021
Q4 		$320K Buy
1,957
+88
+5% +$15K 0.1% 123
2021
Q3 		$313K Sell
1,869
-2,789
-60% -$466K 0.11% 119
2021
Q2 		$770K Buy
4,658
+2,996
+180% +$469K 0.2% 93
2021
Q1 		$235K Hold
1,662
– – 0.09% 124
2020
Q4 		$201K Buy
+1,662
New +$184K 0.09% 123
2019
Q2 		– Sell
-1,273
Closed -$139K – 118
2019
Q1 		$139K Hold
1,273
– – 0.1% 90
2018
Q4 		$121K Sell
1,273
-80
-6% -$8.37K 0.11% 94
2018
Q3 		$144K Hold
1,353
– – 0.12% 95
2018
Q2 		$133K Buy
1,353
+21
+2% +$2.06K 0.12% 99
2018
Q1 		$124K Hold
1,332
– – 0.11% 100
2017
Q4 		$132K Buy
+1,332
New +$127K 0.12% 95

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Marino Stram & Associates's AXP Position: Q3 2026 in Review

Marino Stram & Associates increased its American Express (AXP) stake by 19% in Q3 2026, buying an estimated $167K and bringing the position to 3,137 shares worth $954K. The position accounts for 0.15% of the portfolio, ranked #87.

Marino Stram & Associates first reported a position in AXP in Q4 2017 and has held it in 30 quarters since. The position peaked at $955K in Q4 2025. 1,871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Marino Stram & Associates held 3,137 shares of American Express worth $954K as of Q3 2026.
  • Marino Stram & Associates bought 500 American Express shares in Q3 2026, an estimated $167K.
  • American Express made up 0.15% of Marino Stram & Associates's portfolio in Q3 2026, its #87 holding.
  • Marino Stram & Associates first reported a position in American Express in Q4 2017 and has held it in 30 quarters since.
  • Marino Stram & Associates's American Express position peaked at $955K in Q4 2025.
  • 1,871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Marino Stram & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.