RVW Wealth
AXP icon

RVW Wealth’s American Express AXP Stock Holding History

RVW 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 		– Sell
-645
Closed -$218K – 186
2026
Q2 		$218K Buy
+645
New +$207K 0.01% 174
2026
Q1 		– Sell
-670
Closed -$248K – 179
2025
Q4 		$248K Buy
670
+10
+2% +$3.58K 0.02% 157
2025
Q3 		$219K Hold
660
– – 0.02% 168
2025
Q2 		$211K Buy
+660
New +$186K 0.02% 162
2023
Q4 		– Sell
-223
Closed -$33.3K – 160
2023
Q3 		$33.3K Buy
+223
New +$36.5K ﹤0.01% 275

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
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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

RVW Wealth's AXP Position: Q3 2026 in Review

RVW Wealth sold out of American Express (AXP) in Q3 2026, closing a stake of 645 shares — an estimated $218K sold.

RVW Wealth first reported a position in AXP in Q3 2023 and held it in 5 quarters. The position peaked at $248K in Q4 2025. 546 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • RVW Wealth reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • RVW Wealth sold 645 American Express shares in Q3 2026, an estimated $218K.
  • RVW Wealth first reported a position in American Express in Q3 2023 and held it in 5 quarters.
  • RVW Wealth's American Express position peaked at $248K in Q4 2025.
  • 546 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.