Slocum, Gordon & Co’s American Express AXP Stock Holding History

Slocum, Gordon & Co’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	$218K	Hold	718	–	–	0.15%	65
2026 Q2	$243K	Buy	+718	New	+$230K	0.16%	59
2026 Q1	–	Sell	-718	Closed	-$266K	–	65
2025 Q4	$266K	Hold	718	–	–	0.19%	51
2025 Q3	$238K	Hold	718	–	–	0.19%	50
2025 Q2	$229K	Hold	718	–	–	0.18%	51
2025 Q1	$193K	Hold	718	–	–	0.14%	54
2024 Q4	$213K	Hold	718	–	–	0.18%	53
2024 Q3	$195K	Hold	718	–	–	0.08%	60
2024 Q2	$166K	Buy	718 +245	+52%	+$56.7K	0.12%	60
2024 Q1	$108K	Sell	473 -60	-11%	-$12.4K	0.08%	67
2023 Q4	$100K	Hold	533	–	–	0.09%	65
2023 Q3	$79.5K	Hold	533	–	–	0.07%	74
2023 Q2	$92.8K	Hold	533	–	–	0.07%	67
2023 Q1	$87.9K	Hold	533	–	–	0.07%	66
2022 Q4	$78.8K	Buy	+533	New	+$79K	0.05%	67

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Slocum, Gordon & Co's AXP Position: Q3 2026 in Review

Slocum, Gordon & Co held its American Express (AXP) position steady in Q3 2026 at 718 shares worth $218K. The position accounts for 0.15% of the portfolio, ranked #65.

Slocum, Gordon & Co first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $266K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Slocum, Gordon & Co held 718 shares of American Express worth $218K as of Q3 2026.
Slocum, Gordon & Co left its American Express share count unchanged in Q3 2026.
American Express made up 0.15% of Slocum, Gordon & Co's portfolio in Q3 2026, its #65 holding.
Slocum, Gordon & Co first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's American Express position peaked at $266K in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.