Retirement Wealth Solutions
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Retirement Wealth Solutions’s American Express AXP Stock Holding History

Retirement Wealth Solutions’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 		$9.12K Buy
30
+3
+11% +$1K ﹤0.01% 277
2026
Q2 		$9.13K Buy
27
+23
+575% +$7.36K 0.01% 236
2026
Q1 		$1.21K Sell
4
-4
-50% -$1.34K ﹤0.01% 606
2025
Q4 		$2.96K Buy
+8
New +$2.86K ﹤0.01% 393

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Retirement Wealth Solutions's AXP Position: Q3 2026 in Review

Retirement Wealth Solutions increased its American Express (AXP) stake by 11% in Q3 2026, buying an estimated $1K and bringing the position to 30 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Retirement Wealth Solutions first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.13K in Q2 2026. 684 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Retirement Wealth Solutions held 30 shares of American Express worth $9.12K as of Q3 2026.
  • Retirement Wealth Solutions bought 3 American Express shares in Q3 2026, an estimated $1K.
  • American Express made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #277 holding.
  • Retirement Wealth Solutions first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's American Express position peaked at $9.13K in Q2 2026.
  • 684 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.