Summit Asset Management’s American Express AXP Stock Holding History

Summit Asset 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	$387K	Buy	1,272 +7	+0.6%	+$2.34K	0.05%	132
2026 Q2	$428K	Hold	1,265	–	–	0.05%	126
2026 Q1	$383K	Hold	1,265	–	–	0.05%	125
2025 Q4	$468K	Sell	1,265 -85	-6%	-$30.4K	0.07%	111
2025 Q3	$448K	Hold	1,350	–	–	0.07%	110
2025 Q2	$431K	Buy	1,350 +35	+3%	+$9.9K	0.07%	112
2025 Q1	$354K	Hold	1,315	–	–	0.06%	127
2024 Q4	$390K	Hold	1,315	–	–	0.07%	118
2024 Q3	$357K	Hold	1,315	–	–	0.07%	121
2024 Q2	$304K	Hold	1,315	–	–	0.06%	125
2024 Q1	$299K	Hold	1,315	–	–	0.06%	128
2023 Q4	$246K	Buy	+1,315	New	+$212K	0.06%	137
2023 Q3	–	Sell	-1,315	Closed	-$229K	–	151
2023 Q2	$229K	Hold	1,315	–	–	0.06%	143
2023 Q1	$217K	Buy	+1,315	New	+$218K	0.06%	144
2022 Q2	–	Sell	-1,315	Closed	-$246K	–	155
2022 Q1	$246K	Hold	1,315	–	–	0.07%	146
2021 Q4	$215K	Buy	1,315 +45	+4%	+$7.67K	0.06%	149
2021 Q3	$213K	Hold	1,270	–	–	0.07%	143
2021 Q2	$210K	Buy	+1,270	New	+$199K	0.07%	141

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

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

Amundi Paris, France $496B AUM 35.36% 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

Summit Asset Management's AXP Position: Q3 2026 in Review

Summit Asset Management increased its American Express (AXP) stake by 0.55% in Q3 2026, buying an estimated $2.34K and bringing the position to 1,272 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #132.

Summit Asset Management first reported a position in AXP in Q2 2021 and has held it in 18 quarters since. The position peaked at $468K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Summit Asset Management held 1,272 shares of American Express worth $387K as of Q3 2026.
Summit Asset Management bought 7 American Express shares in Q3 2026, an estimated $2.34K.
American Express made up 0.05% of Summit Asset Management's portfolio in Q3 2026, its #132 holding.
Summit Asset Management first reported a position in American Express in Q2 2021 and has held it in 18 quarters since.
Summit Asset Management's American Express position peaked at $468K in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.