Regent Peak Wealth Advisors
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Regent Peak Wealth Advisors’s American Express AXP Stock Holding History

Regent Peak 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 		$350K Sell
1,151
-46
-4% -$15.4K 0.06% 145
2026
Q2 		$405K Buy
1,197
+24
+2% +$7.68K 0.08% 120
2026
Q1 		$355K Sell
1,173
-69
-6% -$23.1K 0.07% 123
2025
Q4 		$459K Buy
1,242
+16
+1% +$5.73K 0.09% 98
2025
Q3 		$407K Buy
+1,226
New +$390K 0.08% 105
2025
Q1 		$322K Sell
1,198
-3
-0.2% -$887 0.08% 114
2024
Q4 		$356K Buy
1,201
+26
+2% +$7.47K 0.08% 106
2024
Q3 		$319K Buy
1,175
+21
+2% +$5.23K 0.07% 117
2024
Q2 		$267K Buy
1,154
+4
+0.3% +$926 0.06% 133
2024
Q1 		$262K Sell
1,150
-49
-4% -$10.2K 0.07% 132
2023
Q4 		$225K Buy
+1,199
New +$193K 0.06% 143
2023
Q3 		– Sell
-1,400
Closed -$244K – 156
2023
Q2 		$244K Sell
1,400
-131
-9% -$21.1K 0.07% 125
2023
Q1 		$253K Sell
1,531
-10,237
-87% -$1.7M 0.08% 125
2022
Q4 		$1.74M Buy
11,768
+1,845
+19% +$273K 0.57% 43
2022
Q3 		$1.34M Buy
+9,923
New +$1.5M 0.47% 50
2021
Q1 		– Sell
-698
Closed -$84K – 222
2020
Q4 		$84K Buy
+698
New +$77.3K 0.03% 239

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Regent Peak Wealth Advisors's AXP Position: Q3 2026 in Review

Regent Peak Wealth Advisors reduced its American Express (AXP) stake by 3.8% in Q3 2026, selling an estimated $15.4K and leaving 1,151 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #145.

Regent Peak Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.74M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Regent Peak Wealth Advisors held 1,151 shares of American Express worth $350K as of Q3 2026.
  • Regent Peak Wealth Advisors sold 46 American Express shares in Q3 2026, an estimated $15.4K.
  • American Express made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q3 2026, its #145 holding.
  • Regent Peak Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 16 quarters since.
  • Regent Peak Wealth Advisors's American Express position peaked at $1.74M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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