StrongBox Wealth’s American Express AXP Stock Holding History

StrongBox 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	$304	Buy	+1	New	+$334	﹤0.01%	305

Other funds holding AXP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

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

StrongBox Wealth's AXP Position: Q3 2026 in Review

StrongBox Wealth opened a new position in American Express (AXP) in Q3 2026: 1 share worth $304. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings.

1,570 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

StrongBox Wealth held 1 share of American Express worth $304 as of Q3 2026.
American Express was a new StrongBox Wealth position in Q3 2026.
American Express made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #305 holding.
1,570 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.