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Salvus Wealth Management’s American Express AXP Stock Holding History

Salvus Wealth Management’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 		$3.44M Sell
11,314
-190
-2% -$63.5K 1.96% 15
2026
Q2 		$3.89M Sell
11,504
-454
-4% -$145K 2.18% 11
2026
Q1 		$3.62M Sell
11,958
-125
-1% -$41.9K 2.1% 14
2025
Q4 		$4.47M Buy
12,083
+65
+0.5% +$23.3K 2.5% 14
2025
Q3 		$3.99M Sell
12,018
-4,352
-27% -$1.38M 2.23% 15
2025
Q2 		$5.22M Sell
16,370
-208
-1% -$58.5K 3.05% 5
2025
Q1 		$4.46M Sell
16,578
-4,084
-20% -$1.21M 2.8% 7
2024
Q4 		$6.13M Sell
20,662
-163
-0.8% -$46.8K 3.91% 4
2024
Q3 		$5.65M Sell
20,825
-1,064
-5% -$265K 3.47% 5
2024
Q2 		$5.07M Buy
21,889
+973
+5% +$225K 3.48% 6
2024
Q1 		$4.76M Sell
20,916
-230
-1% -$47.7K 3.25% 7
2023
Q4 		$3.96M Sell
21,146
-435
-2% -$70K 2.82% 11
2023
Q3 		$3.22M Buy
21,581
+35
+0.2% +$5.72K 2.55% 13
2023
Q2 		$3.75M Buy
21,546
+3,303
+18% +$533K 2.89% 9
2023
Q1 		$3.01M Buy
18,243
+205
+1% +$34K 2.43% 12
2022
Q4 		$2.67M Sell
18,038
-35
-0.2% -$5.19K 2.45% 14
2022
Q3 		$2.44M Sell
18,073
-15
-0.1% -$2.27K 2.32% 13
2022
Q2 		$2.51M Buy
18,088
+55
+0.3% +$9.08K 2.25% 10
2022
Q1 		$3.37M Buy
18,033
+496
+3% +$89.6K 2.58% 9
2021
Q4 		$2.87M Buy
17,537
+40
+0.2% +$6.82K 2.1% 14
2021
Q3 		$2.93M Buy
17,497
+278
+2% +$46.5K 2.39% 9
2021
Q2 		$2.88M Sell
17,219
-395
-2% -$61.9K 2.42% 9
2021
Q1 		$2.59M Buy
17,614
+4,355
+33% +$575K 2.42% 10
2020
Q4 		$1.62M Buy
+13,259
New +$1.47M 1.75% 18

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
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
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

Salvus Wealth Management's AXP Position: Q3 2026 in Review

Salvus Wealth Management reduced its American Express (AXP) stake by 1.7% in Q3 2026, selling an estimated $63.5K and leaving 11,314 shares worth $3.44M. The position accounts for 1.96% of the portfolio, ranked #15.

Salvus Wealth Management first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.13M in Q4 2024. 567 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Salvus Wealth Management held 11,314 shares of American Express worth $3.44M as of Q3 2026.
  • Salvus Wealth Management sold 190 American Express shares in Q3 2026, an estimated $63.5K.
  • American Express made up 1.96% of Salvus Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Salvus Wealth Management first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
  • Salvus Wealth Management's American Express position peaked at $6.13M in Q4 2024.
  • 567 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.