Pacifica Partners’s American Express AXP Stock Holding History

Pacifica Partners’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	$20.5K	Hold	68	–	–	0.01%	240
2026 Q2	$23.9K	Hold	68	–	–	0.01%	236
2026 Q1	$20.6K	Buy	+68	New	+$22.8K	0.01%	254
2025 Q4	–	Sell	-68	Closed	-$22.3K	–	461
2025 Q3	$22.3K	Hold	68	–	–	0.01%	262
2025 Q2	$21.6K	Buy	68 +9	+15%	+$2.53K	0.01%	273
2025 Q1	$14.6K	Buy	59 +14	+31%	+$4.14K	0.01%	305
2024 Q4	$13.4K	Hold	45	–	–	0.01%	318
2024 Q3	$12.2K	Hold	45	–	–	0.01%	339
2024 Q2	$10.6K	Sell	45 -125	-74%	-$28.9K	﹤0.01%	360
2024 Q1	$38.4K	Hold	170	–	–	0.02%	235
2023 Q4	$29K	Buy	+170	New	+$27.4K	0.01%	258
2020 Q4	–	Sell	-80	Closed	-$8K	–	385
2020 Q3	$8K	Hold	80	–	–	0.01%	231
2020 Q2	$8K	Buy	+80	New	+$7.37K	0.01%	252
2020 Q1	–	Sell	-55	Closed	-$7K	–	372
2019 Q4	$7K	Buy	+55	New	+$6.57K	0.01%	265

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

Pacifica Partners's AXP Position: Q3 2026 in Review

Pacifica Partners held its American Express (AXP) position steady in Q3 2026 at 68 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #240.

Pacifica Partners first reported a position in AXP in Q4 2019 and has held it in 14 quarters since. The position peaked at $38.4K in Q1 2024. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Pacifica Partners held 68 shares of American Express worth $20.5K as of Q3 2026.
Pacifica Partners left its American Express share count unchanged in Q3 2026.
American Express made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #240 holding.
Pacifica Partners first reported a position in American Express in Q4 2019 and has held it in 14 quarters since.
Pacifica Partners's American Express position peaked at $38.4K in Q1 2024.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.