S.A. Mason
AXP icon

S.A. Mason’s American Express AXP Stock Holding History

S.A. Mason’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 		$1.55M Sell
5,104
-15
-0.3% -$5.01K 0.46% 53
2026
Q2 		$1.73M Buy
5,119
+16
+0.3% +$5.12K 0.53% 53
2026
Q1 		$1.54M Buy
5,103
+1
+0% +$335 0.58% 45
2025
Q4 		$1.89M Sell
5,102
-11
-0.2% -$3.94K 0.75% 35
2025
Q3 		$1.7M Buy
5,113
+1
+0% +$318 0.75% 31
2025
Q2 		$1.63M Sell
5,112
-94
-2% -$26.5K 0.79% 30
2025
Q1 		$1.4M Hold
5,206
– – 0.74% 36
2024
Q4 		$1.54M Sell
5,206
-74
-1% -$21.3K 0.81% 29
2024
Q3 		$1.43M Buy
5,280
+1
+0% +$249 0.76% 33
2024
Q2 		$1.22M Buy
5,279
+121
+2% +$28K 0.7% 34
2024
Q1 		$1.17M Buy
5,158
+12
+0.2% +$2.49K 0.71% 38
2023
Q4 		$964K Buy
5,146
+91
+2% +$14.6K 0.65% 42
2023
Q3 		$754K Buy
5,055
+2
+0% +$327 0.54% 47
2023
Q2 		$833K Hold
5,053
– – 0.61% 44
2023
Q1 		$833K Buy
5,053
+1
+0% +$166 0.61% 44
2022
Q4 		$746K Buy
5,052
+1
+0% +$148 0.56% 47
2022
Q3 		$681K Sell
5,051
-49
-1% -$7.42K 0.54% 47
2022
Q2 		$707K Buy
5,100
+1
+0% +$165 0.52% 51
2022
Q1 		$953K Buy
5,099
+1
+0% +$181 0.59% 41
2021
Q4 		$834K Buy
5,098
+1
+0% +$171 0.5% 53
2021
Q3 		$854K Buy
5,097
+303
+6% +$50.7K 0.56% 51
2021
Q2 		$792K Hold
4,794
– – 0.54% 50
2021
Q1 		$678K Buy
4,794
+250
+6% +$33K 0.51% 56
2020
Q4 		$549K Sell
4,544
-250
-5% -$27.7K 0.46% 63
2020
Q3 		$481K Sell
4,794
-3
-0.1% -$295 0.46% 62
2020
Q2 		$457K Sell
4,797
-600
-11% -$55.2K 0.48% 59
2020
Q1 		$462K Sell
5,397
-188
-3% -$21.9K 0.56% 50
2019
Q4 		$695K Buy
+5,585
New +$667K 0.66% 37

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

S.A. Mason's AXP Position: Q3 2026 in Review

S.A. Mason reduced its American Express (AXP) stake by 0.29% in Q3 2026, selling an estimated $5.01K and leaving 5,104 shares worth $1.55M. The position accounts for 0.46% of the portfolio, ranked #53.

S.A. Mason first reported a position in AXP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.89M in Q4 2025. 839 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • S.A. Mason held 5,104 shares of American Express worth $1.55M as of Q3 2026.
  • S.A. Mason sold 15 American Express shares in Q3 2026, an estimated $5.01K.
  • American Express made up 0.46% of S.A. Mason's portfolio in Q3 2026, its #53 holding.
  • S.A. Mason first reported a position in American Express in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's American Express position peaked at $1.89M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.