Portus Wealth Advisors’s American Express AXP Stock Holding History

Portus Wealth Advisors’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	$1.28M	Buy	4,206 +97	+2%	+$32.4K	1.05%	29
2026 Q2	$1.39M	Buy	4,109 +430	+12%	+$138K	1.14%	27
2026 Q1	$1.11M	Sell	3,679 -55	-1%	-$18.4K	1.05%	29
2025 Q4	$1.38M	Buy	3,734 +177	+5%	+$63.3K	1.3%	23
2025 Q3	$1.18M	Buy	+3,557	New	+$1.13M	1.18%	25

Other funds holding AXP

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

DLA

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Portus Wealth Advisors's AXP Position: Q3 2026 in Review

Portus Wealth Advisors increased its American Express (AXP) stake by 2.4% in Q3 2026, buying an estimated $32.4K and bringing the position to 4,206 shares worth $1.28M. The position accounts for 1.05% of the portfolio, ranked #29.

Portus Wealth Advisors first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q2 2026. 285 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Portus Wealth Advisors held 4,206 shares of American Express worth $1.28M as of Q3 2026.
Portus Wealth Advisors bought 97 American Express shares in Q3 2026, an estimated $32.4K.
American Express made up 1.05% of Portus Wealth Advisors's portfolio in Q3 2026, its #29 holding.
Portus Wealth Advisors first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
Portus Wealth Advisors's American Express position peaked at $1.39M in Q2 2026.
285 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.