Net Worth Advisory Group’s American Express AXP Stock Holding History

Net Worth Advisory Group’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	$1.58M	Sell	5,220 -96	-2%	-$32.1K	0.4%	45
2026 Q2	$1.8M	Sell	5,316 -566	-10%	-$181K	0.45%	44
2026 Q1	$1.78M	Sell	5,882 -219	-4%	-$73.4K	0.37%	59
2025 Q4	$2.26M	Buy	6,101 +223	+4%	+$79.8K	0.46%	45
2025 Q3	$1.95M	Sell	5,878 -661	-10%	-$210K	0.56%	34
2025 Q2	$2.09M	Buy	6,539 +4,347	+198%	+$1.22M	0.46%	47
2025 Q1	$590K	Buy	+2,192	New	+$648K	0.19%	132

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

Net Worth Advisory Group's AXP Position: Q3 2026 in Review

Net Worth Advisory Group reduced its American Express (AXP) stake by 1.8% in Q3 2026, selling an estimated $32.1K and leaving 5,220 shares worth $1.58M. The position accounts for 0.4% of the portfolio, ranked #45.

Net Worth Advisory Group first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2025. 752 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Net Worth Advisory Group held 5,220 shares of American Express worth $1.58M as of Q3 2026.
Net Worth Advisory Group sold 96 American Express shares in Q3 2026, an estimated $32.1K.
American Express made up 0.4% of Net Worth Advisory Group's portfolio in Q3 2026, its #45 holding.
Net Worth Advisory Group first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
Net Worth Advisory Group's American Express position peaked at $2.26M in Q4 2025.
752 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.