Symmetry Partners
AXP icon

Symmetry Partners’s American Express AXP Stock Holding History

Symmetry Partners’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 		$206K Buy
678
+48
+8% +$16K 0.01% 327
2026
Q2 		$213K Buy
+630
New +$202K 0.01% 260
2024
Q3 		– Sell
-3,718
Closed -$861K – 131
2024
Q2 		$861K Sell
3,718
-540
-13% -$125K 0.04% 194
2024
Q1 		$970K Hold
4,258
– – 0.08% 181
2023
Q4 		$800K Sell
4,258
-1,573
-27% -$253K 0.04% 195
2023
Q3 		$870K Sell
5,831
-1,362
-19% -$223K 0.05% 199
2023
Q2 		$1.25M Buy
7,193
+376
+6% +$60.7K 0.07% 158
2023
Q1 		$1.12M Hold
6,817
– – 0.06% 168
2022
Q4 		$1.01M Hold
6,817
– – 0.06% 182
2022
Q3 		$920K Buy
6,817
+467
+7% +$70.7K 0.06% 180
2022
Q2 		$880K Hold
6,350
– – 0.06% 195
2022
Q1 		$1.19M Hold
6,350
– – 0.07% 168
2021
Q4 		$1.04M Hold
6,350
– – 0.07% 202
2021
Q3 		$1.11M Hold
6,350
– – 0.07% 201
2021
Q2 		$1.05M Hold
6,350
– – 0.07% 214
2021
Q1 		$898K Sell
6,350
-485
-7% -$64.1K 0.06% 227
2020
Q4 		$826K Buy
6,835
+609
+10% +$67.4K 0.06% 231
2020
Q3 		$624K Buy
6,226
+2,075
+50% +$204K 0.05% 259
2020
Q2 		$395K Buy
4,151
+281
+7% +$25.9K 0.05% 194
2020
Q1 		$331K Sell
3,870
-6,977
-64% -$812K 0.07% 185
2019
Q4 		$1.35M Buy
10,847
+123
+1% +$14.7K 0.28% 47
2019
Q3 		$1.27M Hold
10,724
– – 0.26% 53
2019
Q2 		$1.32M Hold
10,724
– – 0.27% 55
2019
Q1 		$1.17M Buy
10,724
+1,037
+11% +$109K 0.2% 68
2018
Q4 		$923K Buy
+9,687
New +$1.01M 0.24% 62

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Symmetry Partners's AXP Position: Q3 2026 in Review

Symmetry Partners increased its American Express (AXP) stake by 7.6% in Q3 2026, buying an estimated $16K and bringing the position to 678 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #327.

Symmetry Partners first reported a position in AXP in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2019. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Symmetry Partners held 678 shares of American Express worth $206K as of Q3 2026.
  • Symmetry Partners bought 48 American Express shares in Q3 2026, an estimated $16K.
  • American Express made up 0.01% of Symmetry Partners's portfolio in Q3 2026, its #327 holding.
  • Symmetry Partners first reported a position in American Express in Q4 2018 and has held it in 25 quarters since.
  • Symmetry Partners's American Express position peaked at $1.35M in Q4 2019.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.