Opal Wealth Advisors
AXP icon

Opal Wealth Advisors’s American Express AXP Stock Holding History

Opal Wealth Advisors’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 		$744K Sell
2,445
-4
-0.2% -$1.34K 0.16% 67
2026
Q2 		$828K Buy
2,449
+3
+0.1% +$961 0.18% 63
2026
Q1 		$740K Buy
2,446
+7
+0.3% +$2.35K 0.17% 65
2025
Q4 		$902K Sell
2,439
-8
-0.3% -$2.86K 0.24% 56
2025
Q3 		$813K Sell
2,447
-153
-6% -$48.7K 0.23% 58
2025
Q2 		$829K Buy
2,600
+158
+6% +$44.5K 0.23% 47
2025
Q1 		$657K Buy
2,442
+300
+14% +$88.7K 0.2% 60
2024
Q4 		$636K Buy
2,142
+33
+2% +$9.48K 0.19% 76
2024
Q3 		$572K Sell
2,109
-5
-0.2% -$1.24K 0.18% 75
2024
Q2 		$489K Sell
2,114
-29
-1% -$6.72K 0.16% 77
2024
Q1 		$488K Buy
2,143
+4
+0.2% +$829 0.17% 82
2023
Q4 		$401K Buy
2,139
+18
+0.8% +$2.9K 0.16% 100
2023
Q3 		$316K Buy
2,121
+310
+17% +$50.7K 0.19% 92
2023
Q2 		$315K Buy
+1,811
New +$292K 0.16% 88

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
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
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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Opal Wealth Advisors's AXP Position: Q3 2026 in Review

Opal Wealth Advisors reduced its American Express (AXP) stake by 0.16% in Q3 2026, selling an estimated $1.34K and leaving 2,445 shares worth $744K. The position accounts for 0.16% of the portfolio, ranked #67.

Opal Wealth Advisors first reported a position in AXP in Q2 2023 and has held it in 14 quarters since. The position peaked at $902K in Q4 2025. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Opal Wealth Advisors held 2,445 shares of American Express worth $744K as of Q3 2026.
  • Opal Wealth Advisors sold 4 American Express shares in Q3 2026, an estimated $1.34K.
  • American Express made up 0.16% of Opal Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • Opal Wealth Advisors first reported a position in American Express in Q2 2023 and has held it in 14 quarters since.
  • Opal Wealth Advisors's American Express position peaked at $902K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.