Shelton Wealth Management
AXP icon

Shelton Wealth Management’s American Express AXP Stock Holding History

Shelton 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 		$1.17M Buy
3,844
+59
+2% +$19.7K 0.46% 73
2026
Q2 		$1.28M Buy
3,785
+1,088
+40% +$348K 0.5% 70
2026
Q1 		$816K Buy
+2,697
New +$904K 0.36% 84

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Shelton Wealth Management increased its American Express (AXP) stake by 1.6% in Q3 2026, buying an estimated $19.7K and bringing the position to 3,844 shares worth $1.17M. The position accounts for 0.46% of the portfolio, ranked #73.

Shelton Wealth Management first reported a position in AXP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.28M in Q2 2026. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Shelton Wealth Management held 3,844 shares of American Express worth $1.17M as of Q3 2026.
  • Shelton Wealth Management bought 59 American Express shares in Q3 2026, an estimated $19.7K.
  • American Express made up 0.46% of Shelton Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Shelton Wealth Management first reported a position in American Express in Q1 2026 and has held it in 3 quarters since.
  • Shelton Wealth Management's American Express position peaked at $1.28M in Q2 2026.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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