Tacita Capital’s American Express AXP Stock Holding History

Tacita Capital’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	$76K	Hold	250	–	–	0.04%	114
2026 Q2	$84.6K	Hold	250	–	–	0.05%	112
2026 Q1	$75.6K	Hold	250	–	–	0.04%	116
2025 Q4	$92.5K	Sell	250 -40	-14%	-$14.3K	0.05%	110
2025 Q3	$96.3K	Hold	290	–	–	0.06%	105
2025 Q2	$92.5K	Hold	290	–	–	0.06%	101
2025 Q1	$78K	Hold	290	–	–	0.06%	106
2024 Q4	$86.1K	Sell	290 -150	-34%	-$43.1K	0.06%	103
2024 Q3	$119K	Hold	440	–	–	0.08%	96
2024 Q2	$102K	Hold	440	–	–	0.07%	99
2024 Q1	$100K	Buy	440 +80	+22%	+$16.6K	0.07%	108
2023 Q4	$67.4K	Hold	360	–	–	0.05%	122
2023 Q3	$53.7K	Hold	360	–	–	0.04%	141
2023 Q2	$63K	Hold	360	–	–	0.05%	123
2023 Q1	$59K	Hold	360	–	–	0.04%	123
2022 Q4	$53K	Hold	360	–	–	0.04%	124
2022 Q3	$49K	Hold	360	–	–	0.04%	118
2022 Q2	$50K	Hold	360	–	–	0.03%	135
2022 Q1	$67K	Hold	360	–	–	0.04%	124
2021 Q4	$59K	Buy	360 +260	+260%	+$44.3K	0.03%	132
2021 Q3	$17K	Hold	100	–	–	0.01%	164
2021 Q2	$17K	Sell	100 -565	-85%	-$88.5K	0.01%	169
2021 Q1	$94K	Hold	665	–	–	0.06%	113
2020 Q4	$80K	Buy	+665	New	+$73.6K	0.05%	116

Other funds holding AXP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tacita Capital's AXP Position: Q3 2026 in Review

Tacita Capital held its American Express (AXP) position steady in Q3 2026 at 250 shares worth $76K. The position accounts for 0.04% of the portfolio, ranked #114.

Tacita Capital first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $119K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Tacita Capital held 250 shares of American Express worth $76K as of Q3 2026.
Tacita Capital left its American Express share count unchanged in Q3 2026.
American Express made up 0.04% of Tacita Capital's portfolio in Q3 2026, its #114 holding.
Tacita Capital first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
Tacita Capital's American Express position peaked at $119K in Q3 2024.
2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Tacita Capital's 13F filing for Q3 2026, filed 12 Nov 2026.