Meriwether Wealth & Planning’s American Express AXP Stock Holding History

Meriwether Wealth & Planning’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	$13.7K	Buy	+45	New	+$15K	0.01%	382

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

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

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

Meriwether Wealth & Planning's AXP Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in American Express (AXP) in Q3 2026: 45 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

1,188 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Meriwether Wealth & Planning held 45 shares of American Express worth $13.7K as of Q3 2026.
American Express was a new Meriwether Wealth & Planning position in Q3 2026.
American Express made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #382 holding.
1,188 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.