Sagespring Wealth Partners’s American Express AXP Stock Holding History

Sagespring Wealth Partners’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	$7.03M	Buy	23,133 +579	+3%	+$193K	0.1%	103
2026 Q2	$7.63M	Buy	22,554 +33	+0.1%	+$10.6K	0.12%	102
2026 Q1	$6.81M	Buy	22,521 +165	+0.7%	+$55.3K	0.12%	96
2025 Q4	$8.27M	Buy	22,356 +1,745	+8%	+$624K	0.15%	83
2025 Q3	$6.85M	Buy	20,611 +2,440	+13%	+$776K	0.13%	85
2025 Q2	$5.8M	Buy	18,171 +1,906	+12%	+$536K	0.12%	91
2025 Q1	$4.38M	Buy	16,265 +2,905	+22%	+$859K	0.11%	102
2024 Q4	$3.97M	Buy	+13,360	New	+$3.84M	0.1%	93

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sagespring Wealth Partners's AXP Position: Q3 2026 in Review

Sagespring Wealth Partners increased its American Express (AXP) stake by 2.6% in Q3 2026, buying an estimated $193K and bringing the position to 23,133 shares worth $7.03M. The position accounts for 0.1% of the portfolio, ranked #103.

Sagespring Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.27M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Sagespring Wealth Partners held 23,133 shares of American Express worth $7.03M as of Q3 2026.
Sagespring Wealth Partners bought 579 American Express shares in Q3 2026, an estimated $193K.
American Express made up 0.1% of Sagespring Wealth Partners's portfolio in Q3 2026, its #103 holding.
Sagespring Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's American Express position peaked at $8.27M in Q4 2025.
1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.