Orca Wealth Management
AXP icon

Orca Wealth Management’s American Express AXP Stock Holding History

Orca Wealth Management’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 		$275K Buy
903
+1
+0.1% +$334 0.16% 66
2026
Q2 		$305K Sell
902
-104
-10% -$33.3K 0.18% 63
2026
Q1 		$304K Buy
1,006
+1
+0.1% +$335 0.22% 59
2025
Q4 		$357K Buy
1,005
+1
+0.1% +$358 0.26% 56
2025
Q3 		$334K Buy
1,004
+108
+12% +$34.4K 0.25% 57
2025
Q2 		$286K Sell
896
-310
-26% -$87.2K 0.24% 55
2025
Q1 		$324K Buy
+1,206
New +$356K 0.29% 51

Other funds holding AXP

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Orca Wealth Management's AXP Position: Q3 2026 in Review

Orca Wealth Management increased its American Express (AXP) stake by 0.11% in Q3 2026, buying an estimated $334 and bringing the position to 903 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #66.

Orca Wealth Management first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $357K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Orca Wealth Management held 903 shares of American Express worth $275K as of Q3 2026.
  • Orca Wealth Management bought 1 American Express share in Q3 2026, an estimated $334.
  • American Express made up 0.16% of Orca Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Orca Wealth Management first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
  • Orca Wealth Management's American Express position peaked at $357K in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.