Olistico Wealth’s American Express AXP Stock Holding History

Olistico Wealth’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	$1.7M	Sell	5,576 -58	-1%	-$19.4K	0.71%	29
2026 Q2	$1.91M	Buy	5,634 +2	+0%	+$640	0.82%	27
2026 Q1	$1.7M	Buy	5,632 +793	+16%	+$266K	0.84%	27
2025 Q4	$1.79M	Buy	4,839 +407	+9%	+$146K	0.87%	23
2025 Q3	$1.47M	Buy	4,432 +5	+0.1%	+$1.59K	0.78%	29
2025 Q2	$1.41M	Buy	4,427 +508	+13%	+$143K	0.78%	27
2025 Q1	$1.05M	Buy	3,919 +94	+2%	+$27.8K	0.65%	32
2024 Q4	$1.14M	Buy	3,825 +62	+2%	+$17.8K	0.66%	31
2024 Q3	$1.02M	Buy	3,763 +211	+6%	+$52.5K	0.62%	33
2024 Q2	$822K	Buy	3,552 +407	+13%	+$94.3K	0.52%	39
2024 Q1	$716K	Buy	3,145 +1,004	+47%	+$208K	0.52%	41
2023 Q4	$401K	Buy	2,141 +399	+23%	+$64.2K	0.31%	74
2023 Q3	$260K	Hold	1,742	–	–	0.23%	88
2023 Q2	$303K	Buy	1,742 +2	+0.1%	+$323	0.26%	90
2023 Q1	$287K	Buy	1,740 +247	+17%	+$41K	0.28%	81
2022 Q4	$221K	Buy	+1,493	New	+$221K	0.24%	90

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

Olistico Wealth's AXP Position: Q3 2026 in Review

Olistico Wealth reduced its American Express (AXP) stake by 1% in Q3 2026, selling an estimated $19.4K and leaving 5,576 shares worth $1.7M. The position accounts for 0.71% of the portfolio, ranked #29.

Olistico Wealth first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.91M in Q2 2026. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Olistico Wealth held 5,576 shares of American Express worth $1.7M as of Q3 2026.
Olistico Wealth sold 58 American Express shares in Q3 2026, an estimated $19.4K.
American Express made up 0.71% of Olistico Wealth's portfolio in Q3 2026, its #29 holding.
Olistico Wealth first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's American Express position peaked at $1.91M in Q2 2026.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.