Premier Path Wealth Partners
AXP icon

Premier Path Wealth Partners’s American Express AXP Stock Holding History

Premier Path Wealth 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 		$2.13M Buy
7,009
+257
+4% +$85.9K 0.25% 96
2026
Q2 		$2.28M Buy
6,752
+468
+7% +$150K 0.26% 89
2026
Q1 		$1.9M Buy
6,284
+631
+11% +$212K 0.25% 93
2025
Q4 		$2.09M Buy
5,653
+171
+3% +$61.2K 0.27% 82
2025
Q3 		$1.82M Sell
5,482
-8
-0.1% -$2.54K 0.23% 91
2025
Q2 		$1.75M Buy
5,490
+824
+18% +$232K 0.24% 98
2025
Q1 		$1.26M Buy
4,666
+128
+3% +$37.8K 0.2% 128
2024
Q4 		$1.35M Buy
4,538
+7
+0.2% +$2.01K 0.21% 111
2024
Q3 		$1.23M Sell
4,531
-10
-0.2% -$2.49K 0.19% 132
2024
Q2 		$1.05M Sell
4,541
-10
-0.2% -$2.32K 0.18% 140
2024
Q1 		$1.04M Sell
4,551
-303
-6% -$62.8K 0.2% 136
2023
Q4 		$907K Buy
+4,854
New +$781K 0.2% 129

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners's AXP Position: Q3 2026 in Review

Premier Path Wealth Partners increased its American Express (AXP) stake by 3.8% in Q3 2026, buying an estimated $85.9K and bringing the position to 7,009 shares worth $2.13M. The position accounts for 0.25% of the portfolio, ranked #96.

Premier Path Wealth Partners first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.28M in Q2 2026. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Premier Path Wealth Partners held 7,009 shares of American Express worth $2.13M as of Q3 2026.
  • Premier Path Wealth Partners bought 257 American Express shares in Q3 2026, an estimated $85.9K.
  • American Express made up 0.25% of Premier Path Wealth Partners's portfolio in Q3 2026, its #96 holding.
  • Premier Path Wealth Partners first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's American Express position peaked at $2.28M in Q2 2026.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.