Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s American Express AXP Stock Holding History

Patrick M. Sweeney & Associates’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 		$459K Sell
1,509
-6
-0.4% -$2K 0.26% 95
2026
Q2 		$512K Buy
1,515
+115
+8% +$36.8K 0.29% 85
2026
Q1 		$424K Buy
1,400
+15
+1% +$5.03K 0.27% 90
2025
Q4 		$512K Buy
1,385
+46
+3% +$16.5K 0.32% 77
2025
Q3 		$445K Buy
1,339
+98
+8% +$31.2K 0.29% 82
2025
Q2 		$407K Buy
1,241
+205
+20% +$57.7K 0.28% 88
2025
Q1 		$279K Sell
1,036
-50
-5% -$14.8K 0.21% 121
2024
Q4 		$322K Buy
1,086
+4
+0.4% +$1.15K 0.24% 108
2024
Q3 		$293K Buy
1,082
+20
+2% +$4.98K 0.22% 117
2024
Q2 		$246K Buy
1,062
+25
+2% +$5.79K 0.2% 121
2024
Q1 		$236K Buy
+1,037
New +$215K 0.19% 121

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Patrick M. Sweeney & Associates's AXP Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its American Express (AXP) stake by 0.4% in Q3 2026, selling an estimated $2K and leaving 1,509 shares worth $459K. The position accounts for 0.26% of the portfolio, ranked #95.

Patrick M. Sweeney & Associates first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $512K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Patrick M. Sweeney & Associates held 1,509 shares of American Express worth $459K as of Q3 2026.
  • Patrick M. Sweeney & Associates sold 6 American Express shares in Q3 2026, an estimated $2K.
  • American Express made up 0.26% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #95 holding.
  • Patrick M. Sweeney & Associates first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's American Express position peaked at $512K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.