Partnership Wealth Management’s American Express AXP Stock Holding History

Partnership 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	$307K	Hold	1,010	–	–	0.22%	57
2026 Q2	$342K	Hold	1,010	–	–	0.23%	52
2026 Q1	$305K	Sell	1,010 -1,178	-54%	-$395K	0.23%	53
2025 Q4	$809K	Sell	2,188 -52	-2%	-$18.6K	0.58%	33
2025 Q3	$744K	Buy	2,240 +2	+0.1%	+$636	0.57%	34
2025 Q2	$714K	Buy	2,238 +53	+2%	+$14.9K	0.58%	38
2025 Q1	$588K	Sell	2,185 -41	-2%	-$12.1K	0.5%	43
2024 Q4	$661K	Sell	2,226 -11	-0.5%	-$3.16K	0.55%	38
2024 Q3	$607K	Sell	2,237 -266	-11%	-$66.2K	0.43%	39
2024 Q2	$579K	Sell	2,503 -250	-9%	-$57.9K	0.43%	49
2024 Q1	$627K	Buy	2,753 +4	+0.1%	+$829	0.44%	55
2023 Q4	$552K	Buy	+2,749	New	+$443K	0.42%	52

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Partnership Wealth Management held its American Express (AXP) position steady in Q3 2026 at 1,010 shares worth $307K. The position accounts for 0.22% of the portfolio, ranked #57.

Partnership Wealth Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $809K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Partnership Wealth Management held 1,010 shares of American Express worth $307K as of Q3 2026.
Partnership Wealth Management left its American Express share count unchanged in Q3 2026.
American Express made up 0.22% of Partnership Wealth Management's portfolio in Q3 2026, its #57 holding.
Partnership Wealth Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's American Express position peaked at $809K in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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