Sage Mountain Advisors
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Sage Mountain Advisors’s American Express AXP Stock Holding History

Sage Mountain 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 		$432K Sell
1,421
-504
-26% -$168K 0.03% 150
2026
Q2 		$651K Buy
1,925
+1,208
+168% +$387K 0.04% 125
2026
Q1 		$217K Sell
717
-5,211
-88% -$1.75M 0.02% 190
2025
Q4 		$2.19M Sell
5,928
-341
-5% -$122K 0.12% 93
2025
Q3 		$2.08M Buy
6,269
+1,222
+24% +$389K 0.12% 90
2025
Q2 		$1.61M Buy
5,047
+670
+15% +$189K 0.1% 91
2025
Q1 		$1.18M Sell
4,377
-26
-0.6% -$7.68K 0.09% 101
2024
Q4 		$1.31M Buy
4,403
+778
+21% +$224K 0.1% 91
2024
Q3 		$983K Buy
3,625
+189
+6% +$47.1K 0.08% 109
2024
Q2 		$795K Buy
3,436
+746
+28% +$173K 0.07% 116
2024
Q1 		$612K Buy
2,690
+53
+2% +$11K 0.06% 133
2023
Q4 		$494K Sell
2,637
-148
-5% -$23.8K 0.06% 132
2023
Q3 		$415K Buy
2,785
+452
+19% +$73.9K 0.06% 141
2023
Q2 		$406K Buy
2,333
+415
+22% +$67K 0.06% 138
2023
Q1 		$316K Buy
+1,918
New +$318K 0.05% 163
2022
Q1 		– Sell
-2,381
Closed -$390K – 627
2021
Q4 		$390K Sell
2,381
-155
-6% -$26.4K 0.05% 370
2021
Q3 		$425K Hold
2,536
– – 0.06% 287
2021
Q2 		$419K Buy
2,536
+116
+5% +$18.2K 0.07% 259
2021
Q1 		$342K Buy
+2,420
New +$320K 0.07% 211

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sage Mountain Advisors's AXP Position: Q3 2026 in Review

Sage Mountain Advisors reduced its American Express (AXP) stake by 26% in Q3 2026, selling an estimated $168K and leaving 1,421 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #150.

Sage Mountain Advisors first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Sage Mountain Advisors held 1,421 shares of American Express worth $432K as of Q3 2026.
  • Sage Mountain Advisors sold 504 American Express shares in Q3 2026, an estimated $168K.
  • American Express made up 0.03% of Sage Mountain Advisors's portfolio in Q3 2026, its #150 holding.
  • Sage Mountain Advisors first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
  • Sage Mountain Advisors's American Express position peaked at $2.19M in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.