Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s American Express AXP Stock Holding History

Sheets Smith 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 		– Sell
-924
Closed -$312K – 388
2026
Q2 		$312K Buy
924
+1
+0.1% +$320 0.03% 348
2026
Q1 		$279K Buy
923
+14
+2% +$4.69K 0.03% 354
2025
Q4 		$336K Sell
909
-13
-1% -$4.65K 0.04% 331
2025
Q3 		$306K Buy
922
+50
+6% +$15.9K 0.03% 340
2025
Q2 		$278K Buy
872
+24
+3% +$6.76K 0.03% 354
2025
Q1 		$228K Hold
848
– – 0.03% 334
2024
Q4 		$252K Buy
848
+2
+0.2% +$575 0.03% 339
2024
Q3 		$230K Buy
+846
New +$211K 0.03% 348
2023
Q2 		– Sell
-2,714
Closed -$448K – 330
2023
Q1 		$448K Buy
+2,714
New +$450K 0.07% 212
2020
Q1 		– Sell
-4,974
Closed -$619K – 276
2019
Q4 		$619K Sell
4,974
-294
-6% -$35.1K 0.12% 172
2019
Q3 		$623K Sell
5,268
-10
-0.2% -$1.23K 0.13% 167
2019
Q2 		$651K Sell
5,278
-102
-2% -$12K 0.13% 164
2019
Q1 		$588K Sell
5,380
-26
-0.5% -$2.73K 0.13% 173
2018
Q4 		$515K Sell
5,406
-163
-3% -$17.1K 0.14% 157
2018
Q3 		$593K Sell
5,569
-269
-5% -$28K 0.12% 188
2018
Q2 		$572K Buy
5,838
+72
+1% +$7.08K 0.13% 172
2018
Q1 		$538K Sell
5,766
-764
-12% -$74K 0.13% 177
2017
Q4 		$649K Buy
6,530
+22
+0.3% +$2.1K 0.15% 165
2017
Q3 		$589K Buy
6,508
+23
+0.4% +$1.98K 0.15% 172
2017
Q2 		$546K Buy
6,485
+24
+0.4% +$1.9K 0.14% 167
2017
Q1 		$511K Buy
6,461
+167
+3% +$13.1K 0.14% 181
2016
Q4 		$466K Buy
6,294
+420
+7% +$29.1K 0.13% 194
2016
Q3 		$376K Buy
+5,874
New +$377K 0.11% 194

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

Sheets Smith Wealth Management's AXP Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of American Express (AXP) in Q3 2026, closing a stake of 924 shares — an estimated $312K sold.

Sheets Smith Wealth Management first reported a position in AXP in Q3 2016 and held it in 23 quarters. The position peaked at $651K in Q2 2019. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 924 American Express shares in Q3 2026, an estimated $312K.
  • Sheets Smith Wealth Management first reported a position in American Express in Q3 2016 and held it in 23 quarters.
  • Sheets Smith Wealth Management's American Express position peaked at $651K in Q2 2019.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.