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PUREfi Wealth’s American Express AXP Stock Holding History

PUREfi Wealth’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 		$211K Buy
695
+16
+2% +$5.35K 0.1% 217
2026
Q2 		$230K Buy
+679
New +$217K 0.13% 192
2026
Q1 		– Sell
-587
Closed -$217K – 190
2025
Q4 		$217K Buy
+587
New +$210K 0.17% 151

Other funds holding AXP

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
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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

PUREfi Wealth's AXP Position: Q3 2026 in Review

PUREfi Wealth increased its American Express (AXP) stake by 2.4% in Q3 2026, buying an estimated $5.35K and bringing the position to 695 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #217.

PUREfi Wealth first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q2 2026. 554 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • PUREfi Wealth held 695 shares of American Express worth $211K as of Q3 2026.
  • PUREfi Wealth bought 16 American Express shares in Q3 2026, an estimated $5.35K.
  • American Express made up 0.1% of PUREfi Wealth's portfolio in Q3 2026, its #217 holding.
  • PUREfi Wealth first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • PUREfi Wealth's American Express position peaked at $230K in Q2 2026.
  • 554 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.