Sendero Wealth Management
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Sendero Wealth Management’s American Express AXP Stock Holding History

Sendero 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 		$815K Buy
2,681
+9
+0.3% +$3.01K 0.08% 141
2026
Q2 		$904K Buy
2,672
+4
+0.1% +$1.28K 0.09% 133
2026
Q1 		$807K Sell
2,668
-40
-1% -$13.4K 0.09% 125
2025
Q4 		$1M Buy
2,708
+28
+1% +$10K 0.11% 105
2025
Q3 		$890K Sell
2,680
-641
-19% -$204K 0.1% 110
2025
Q2 		$1.06M Buy
3,321
+21
+0.6% +$5.91K 0.13% 95
2025
Q1 		$888K Sell
3,300
-195
-6% -$57.6K 0.12% 98
2024
Q4 		$1.04M Buy
3,495
+33
+1% +$9.48K 0.15% 82
2024
Q3 		$939K Hold
3,462
– – 0.15% 82
2024
Q2 		$802K Sell
3,462
-13,286
-79% -$3.08M 0.13% 88
2024
Q1 		$3.81M Sell
16,748
-3,332
-17% -$691K 0.66% 30
2023
Q4 		$3.76M Buy
20,080
+17,266
+614% +$2.78M 0.71% 30
2023
Q3 		$420K Hold
2,814
– – 0.09% 120
2023
Q2 		$490K Buy
+2,814
New +$454K 0.11% 111

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Sendero Wealth Management increased its American Express (AXP) stake by 0.34% in Q3 2026, buying an estimated $3.01K and bringing the position to 2,681 shares worth $815K. The position accounts for 0.08% of the portfolio, ranked #141.

Sendero Wealth Management first reported a position in AXP in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.81M in Q1 2024. 637 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Sendero Wealth Management held 2,681 shares of American Express worth $815K as of Q3 2026.
  • Sendero Wealth Management bought 9 American Express shares in Q3 2026, an estimated $3.01K.
  • American Express made up 0.08% of Sendero Wealth Management's portfolio in Q3 2026, its #141 holding.
  • Sendero Wealth Management first reported a position in American Express in Q2 2023 and has held it in 14 quarters since.
  • Sendero Wealth Management's American Express position peaked at $3.81M in Q1 2024.
  • 637 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.