Next Level Private’s American Express AXP Stock Holding History

Next Level Private’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	$1.32M	Buy	4,347 +5	+0.1%	+$1.67K	0.25%	66
2026 Q2	$1.47M	Buy	4,342 +87	+2%	+$27.9K	0.29%	61
2026 Q1	$1.29M	Buy	4,255 +227	+6%	+$76.1K	0.29%	62
2025 Q4	$1.49M	Sell	4,028 -4	-0.1%	-$1.43K	0.39%	54
2025 Q3	$1.34M	Buy	4,032 +41	+1%	+$13K	0.39%	53
2025 Q2	$1.27M	Buy	3,991 +9	+0.2%	+$2.53K	0.41%	50
2025 Q1	$1.07M	Buy	3,982 +74	+2%	+$21.9K	0.4%	52
2024 Q4	$1.16M	Sell	3,908 -1	-0%	-$287	0.47%	47
2024 Q3	$1.06M	Buy	3,909 +15	+0.4%	+$3.74K	0.43%	48
2024 Q2	$902K	Buy	3,894 +5	+0.1%	+$1.16K	0.41%	51
2024 Q1	$885K	Buy	3,889 +1,735	+81%	+$360K	0.41%	52
2023 Q4	$404K	Buy	2,154 +3	+0.1%	+$483	0.23%	67
2023 Q3	$322K	Hold	2,151	–	–	0.21%	74
2023 Q2	$369K	Buy	+2,151	New	+$347K	0.24%	70
2023 Q1	–	Sell	-2,151	Closed	-$324K	–	65
2022 Q4	$324K	Hold	2,151	–	–	0.24%	71
2022 Q3	$311K	Sell	2,151 -20,407	-90%	-$3.09M	0.27%	62
2022 Q2	$3.13M	Buy	22,558 +20,407	+949%	+$3.37M	1.2%	16
2022 Q1	$402K	Hold	2,151	–	–	0.32%	57
2021 Q4	$352K	Buy	+2,151	New	+$367K	0.3%	63

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

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

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Next Level Private's AXP Position: Q3 2026 in Review

Next Level Private increased its American Express (AXP) stake by 0.12% in Q3 2026, buying an estimated $1.67K and bringing the position to 4,347 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #66.

Next Level Private first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.13M in Q2 2022. 632 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Next Level Private held 4,347 shares of American Express worth $1.32M as of Q3 2026.
Next Level Private bought 5 American Express shares in Q3 2026, an estimated $1.67K.
American Express made up 0.25% of Next Level Private's portfolio in Q3 2026, its #66 holding.
Next Level Private first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Next Level Private's American Express position peaked at $3.13M in Q2 2022.
632 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.