Summit Place Financial Advisors’s American Express AXP Stock Holding History

Summit Place Financial 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	$1.51M	Buy	4,959 +4,284	+635%	+$1.43M	0.68%	57
2026 Q2	$228K	Sell	675 -123	-15%	-$39.4K	0.1%	102
2026 Q1	$241K	Buy	798 +76	+11%	+$25.5K	0.12%	100
2025 Q4	$267K	Sell	722 -10	-1%	-$3.58K	0.13%	89
2025 Q3	$243K	Hold	732	–	–	0.11%	94
2025 Q2	$234K	Buy	+732	New	+$206K	0.12%	81
2025 Q1	–	Sell	-722	Closed	-$214K	–	93
2024 Q4	$214K	Buy	+722	New	+$207K	0.12%	85
2021 Q4	–	Sell	-1,298	Closed	-$217K	–	101
2021 Q3	$217K	Buy	+1,298	New	+$217K	0.16%	101

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 Place Financial Advisors's AXP Position: Q3 2026 in Review

Summit Place Financial Advisors increased its American Express (AXP) stake by 635% in Q3 2026, buying an estimated $1.43M and bringing the position to 4,959 shares worth $1.51M. The position accounts for 0.68% of the portfolio, ranked #57.

Summit Place Financial Advisors first reported a position in AXP in Q3 2021 and has held it in 8 quarters since. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Summit Place Financial Advisors held 4,959 shares of American Express worth $1.51M as of Q3 2026.
Summit Place Financial Advisors bought 4,284 American Express shares in Q3 2026, an estimated $1.43M.
American Express made up 0.68% of Summit Place Financial Advisors's portfolio in Q3 2026, its #57 holding.
Summit Place Financial Advisors first reported a position in American Express in Q3 2021 and has held it in 8 quarters since.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Summit Place Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.