McCarter Private Wealth Services’s American Express AXP Stock Holding History

McCarter Private Wealth Services’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	$1.74M	Buy	5,714 +2	+0%	+$668	0.59%	52
2026 Q2	$1.93M	Sell	5,712 -315	-5%	-$101K	0.67%	49
2026 Q1	$1.82M	Buy	6,027 +10	+0.2%	+$3.35K	0.79%	38
2025 Q4	$2.23M	Buy	6,017 +20	+0.3%	+$7.16K	1%	29
2025 Q3	$1.99M	Hold	5,997	–	–	1.02%	31
2025 Q2	$1.91M	Sell	5,997 -29	-0.5%	-$8.16K	1.09%	29
2025 Q1	$1.62M	Buy	6,026 +31	+0.5%	+$9.16K	1.06%	30
2024 Q4	$1.78M	Buy	5,995 +1	+0%	+$287	1.13%	28
2024 Q3	$1.63M	Buy	+5,994	New	+$1.49M	1.03%	31

Other funds holding AXP

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

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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCarter Private Wealth Services's AXP Position: Q3 2026 in Review

McCarter Private Wealth Services increased its American Express (AXP) stake by 0.04% in Q3 2026, buying an estimated $668 and bringing the position to 5,714 shares worth $1.74M. The position accounts for 0.59% of the portfolio, ranked #52.

McCarter Private Wealth Services first reported a position in AXP in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

McCarter Private Wealth Services held 5,714 shares of American Express worth $1.74M as of Q3 2026.
McCarter Private Wealth Services bought 2 American Express shares in Q3 2026, an estimated $668.
American Express made up 0.59% of McCarter Private Wealth Services's portfolio in Q3 2026, its #52 holding.
McCarter Private Wealth Services first reported a position in American Express in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's American Express position peaked at $2.23M in Q4 2025.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.