Solidarity Wealth’s American Express AXP Stock Holding History

Solidarity Wealth’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	$344K	Sell	1,131 -60	-5%	-$20K	0.06%	75
2026 Q2	$403K	Buy	1,191 +63	+6%	+$20.2K	0.07%	73
2026 Q1	$341K	Buy	1,128 +100	+10%	+$33.5K	0.07%	69
2025 Q4	$380K	Sell	1,028 -599	-37%	-$214K	0.08%	59
2025 Q3	$540K	Sell	1,627 -7,748	-83%	-$2.46M	0.12%	58
2025 Q2	$2.99M	Sell	9,375 -1,200	-11%	-$338K	0.7%	34
2025 Q1	$2.85M	Buy	+10,575	New	+$3.13M	0.7%	34
2023 Q2	–	Sell	-1,975	Closed	-$326K	–	89
2023 Q1	$326K	Buy	+1,975	New	+$328K	0.15%	73
2022 Q3	$1.2M	Buy	8,177 +5,202	+175%	+$787K	0.7%	41
2022 Q2	$458K	Buy	2,975 +1,200	+68%	+$198K	0.25%	68
2022 Q1	$332K	Buy	+1,775	New	+$321K	0.19%	87

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Solidarity Wealth's AXP Position: Q3 2026 in Review

Solidarity Wealth reduced its American Express (AXP) stake by 5% in Q3 2026, selling an estimated $20K and leaving 1,131 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #75.

Solidarity Wealth first reported a position in AXP in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.99M in Q2 2025. 1,341 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Solidarity Wealth held 1,131 shares of American Express worth $344K as of Q3 2026.
Solidarity Wealth sold 60 American Express shares in Q3 2026, an estimated $20K.
American Express made up 0.06% of Solidarity Wealth's portfolio in Q3 2026, its #75 holding.
Solidarity Wealth first reported a position in American Express in Q1 2022 and has held it in 11 quarters since.
Solidarity Wealth's American Express position peaked at $2.99M in Q2 2025.
1,341 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.