Private Wealth Partners
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Private Wealth Partners’s American Express AXP Stock Holding History

Private 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
2020
Q2 		– Sell
-2,600
Closed -$21K – 111
2020
Q1 		$21K Hold
2,600
– – ﹤0.01% 117
2019
Q4 		$1K Buy
+2,600
New +$311K ﹤0.01% 120
2019
Q3 		– Sell
-2,600
Closed -$2K – 125
2019
Q2 		$2K Buy
+2,600
New +$305K ﹤0.01% 127

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Private Wealth Partners's AXP Position: Q3 2026 in Review

Private Wealth Partners reduced its American Express (AXP) stake by 11% in Q3 2026, selling an estimated $234K and leaving 5,720 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #77.

Private Wealth Partners first reported a position in AXP in Q2 2013 and has held it in 54 quarters since. The position peaked at $5.05M in Q2 2014. 1,817 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Private Wealth Partners held 5,720 shares of American Express worth $1.74M as of Q3 2026.
  • Private Wealth Partners sold 700 American Express shares in Q3 2026, an estimated $234K.
  • American Express made up 0.12% of Private Wealth Partners's portfolio in Q3 2026, its #77 holding.
  • Private Wealth Partners first reported a position in American Express in Q2 2013 and has held it in 54 quarters since.
  • Private Wealth Partners's American Express position peaked at $5.05M in Q2 2014.
  • 1,817 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.