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Strata Wealth Advisors’s American Express AXP Stock Holding History

Strata Wealth Advisors’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 		$2.68M Sell
8,821
-4,040
-31% -$1.35M 0.63% 25
2026
Q2 		$4.35M Buy
12,861
+60
+0.5% +$19.2K 1.06% 19
2026
Q1 		$3.87M Sell
12,801
-43
-0.3% -$14.4K 1.06% 20
2025
Q4 		$4.75M Buy
12,844
+1
+0% +$358 1.32% 15
2025
Q3 		$4.27M Sell
12,843
-12
-0.1% -$3.82K 1.13% 20
2025
Q2 		$4.1M Sell
12,855
-12
-0.1% -$3.38K 1.13% 16
2025
Q1 		$3.46M Sell
12,867
-2,311
-15% -$683K 1.08% 16
2024
Q4 		$4.5M Buy
15,178
+45
+0.3% +$12.9K 1.41% 12
2024
Q3 		$4.1M Sell
15,133
-203
-1% -$50.5K 1.32% 13
2024
Q2 		$3.55M Sell
15,336
-76
-0.5% -$17.6K 1.22% 14
2024
Q1 		$3.51M Sell
15,412
-2,067
-12% -$429K 1.23% 12
2023
Q4 		$3.27M Buy
+17,479
New +$2.81M 1.29% 10

Other funds holding AXP

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Strata Wealth Advisors's AXP Position: Q3 2026 in Review

Strata Wealth Advisors reduced its American Express (AXP) stake by 31% in Q3 2026, selling an estimated $1.35M and leaving 8,821 shares worth $2.68M. The position accounts for 0.63% of the portfolio, ranked #25.

Strata Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.75M in Q4 2025. 546 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Strata Wealth Advisors held 8,821 shares of American Express worth $2.68M as of Q3 2026.
  • Strata Wealth Advisors sold 4,040 American Express shares in Q3 2026, an estimated $1.35M.
  • American Express made up 0.63% of Strata Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Strata Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • Strata Wealth Advisors's American Express position peaked at $4.75M in Q4 2025.
  • 546 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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