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McCarley & Cook Financial Planners’s American Express AXP Stock Holding History

McCarley & Cook Financial Planners’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 		$14K Hold
46
– – 0.01% 159
2026
Q2 		$15.6K Hold
46
– – 0.01% 143
2026
Q1 		$13.9K Hold
46
– – 0.01% 151
2025
Q4 		$17K Buy
+46
New +$16.5K 0.02% 129

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCarley & Cook Financial Planners's AXP Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its American Express (AXP) position steady in Q3 2026 at 46 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #159.

McCarley & Cook Financial Planners first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $17K in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • McCarley & Cook Financial Planners held 46 shares of American Express worth $14K as of Q3 2026.
  • McCarley & Cook Financial Planners left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #159 holding.
  • McCarley & Cook Financial Planners first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's American Express position peaked at $17K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.