Quantum Financial Partners’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-685
Closed -$232K – 155
2026
Q2
$232K Buy
+685
New +$219K 0.12% 134

Other funds holding AXP

Quantum Financial Partners's AXP Position: Q3 2026 in Review

Quantum Financial Partners sold out of American Express (AXP) in Q3 2026, closing a stake of 685 shares — an estimated $232K sold.

Quantum Financial Partners first reported a position in AXP in Q2 2026 and held it in 1 quarter. The position peaked at $232K in Q2 2026. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Quantum Financial Partners reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Partners sold 685 American Express shares in Q3 2026, an estimated $232K.
  • Quantum Financial Partners first reported a position in American Express in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Partners's American Express position peaked at $232K in Q2 2026.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.