Opinicus Capital
AXP icon

Opinicus Capital’s American Express AXP Stock Holding History

Opinicus Capital’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 		$361K Sell
1,187
-4
-0.3% -$1.34K 0.19% 77
2026
Q2 		$403K Buy
1,191
+3
+0.3% +$961 0.22% 75
2026
Q1 		$359K Buy
1,188
+115
+11% +$38.6K 0.25% 76
2025
Q4 		$397K Buy
1,073
+14
+1% +$5.01K 0.28% 75
2025
Q3 		$352K Sell
1,059
-113
-10% -$35.9K 0.24% 82
2025
Q2 		$374K Buy
1,172
+252
+27% +$70.9K 0.28% 77
2025
Q1 		$248K Buy
+920
New +$272K 0.22% 89

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Opinicus Capital's AXP Position: Q3 2026 in Review

Opinicus Capital reduced its American Express (AXP) stake by 0.34% in Q3 2026, selling an estimated $1.34K and leaving 1,187 shares worth $361K. The position accounts for 0.19% of the portfolio, ranked #77.

Opinicus Capital first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $403K in Q2 2026. 2,176 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Opinicus Capital held 1,187 shares of American Express worth $361K as of Q3 2026.
  • Opinicus Capital sold 4 American Express shares in Q3 2026, an estimated $1.34K.
  • American Express made up 0.19% of Opinicus Capital's portfolio in Q3 2026, its #77 holding.
  • Opinicus Capital first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
  • Opinicus Capital's American Express position peaked at $403K in Q2 2026.
  • 2,176 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.