McKinley Carter Wealth Services’s American Express AXP Stock Holding History

McKinley Carter 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	–	Sell	-600	Closed	-$203K	–	325
2026 Q2	$203K	Buy	+600	New	+$192K	0.01%	319
2018 Q2	–	Sell	-339	Closed	-$32K	–	175
2018 Q1	$32K	Buy	+339	New	+$32.8K	0.01%	296
2016 Q1	–	Sell	-3,146	Closed	-$219K	–	128
2015 Q4	$219K	Sell	3,146 -467	-13%	-$34K	0.13%	106
2015 Q3	$268K	Sell	3,613 -297	-8%	-$22.8K	0.17%	91
2015 Q2	$304K	Sell	3,910 -33	-0.8%	-$2.62K	0.16%	103
2015 Q1	$308K	Buy	3,943 +96	+2%	+$7.98K	0.2%	87
2014 Q4	$358K	Buy	+3,847	New	+$345K	0.28%	72

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

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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

McKinley Carter Wealth Services's AXP Position: Q3 2026 in Review

McKinley Carter Wealth Services sold out of American Express (AXP) in Q3 2026, closing a stake of 600 shares — an estimated $203K sold.

McKinley Carter Wealth Services first reported a position in AXP in Q4 2014 and held it in 7 quarters. The position peaked at $358K in Q4 2014. 1,027 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

McKinley Carter Wealth Services reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
McKinley Carter Wealth Services sold 600 American Express shares in Q3 2026, an estimated $203K.
McKinley Carter Wealth Services first reported a position in American Express in Q4 2014 and held it in 7 quarters.
McKinley Carter Wealth Services's American Express position peaked at $358K in Q4 2014.
1,027 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.