Tanager Wealth Management
AXP icon

Tanager Wealth Management’s American Express AXP Stock Holding History

Tanager Wealth 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 		$931K Buy
3,063
+2
+0.1% +$668 0.08% 66
2026
Q2 		$1.04M Buy
3,061
+964
+46% +$309K 0.09% 58
2026
Q1 		$634K Buy
2,097
+79
+4% +$26.5K 0.06% 73
2025
Q4 		$747K Sell
2,018
-170
-8% -$60.8K 0.07% 64
2025
Q3 		$727K Sell
2,188
-72
-3% -$22.9K 0.08% 66
2025
Q2 		$721K Sell
2,260
-536
-19% -$151K 0.09% 63
2025
Q1 		$752K Sell
2,796
-494
-15% -$146K 0.1% 55
2024
Q4 		$976K Sell
3,290
-85
-3% -$24.4K 0.13% 43
2024
Q3 		$915K Sell
3,375
-11
-0.3% -$2.74K 0.12% 41
2024
Q2 		$784K Hold
3,386
– – 0.12% 45
2024
Q1 		$771K Buy
3,386
+209
+7% +$43.3K 0.12% 45
2023
Q4 		$595K Sell
3,177
-117
-4% -$18.8K 0.11% 47
2023
Q3 		$491K Buy
3,294
+146
+5% +$23.9K 0.1% 48
2023
Q2 		$548K Buy
3,148
+118
+4% +$19K 0.12% 50
2023
Q1 		$500K Sell
3,030
-266
-8% -$44.1K 0.12% 47
2022
Q4 		$487K Buy
3,296
+304
+10% +$45K 0.13% 48
2022
Q3 		$404K Buy
+2,992
New +$453K 0.32% 28

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tanager Wealth Management's AXP Position: Q3 2026 in Review

Tanager Wealth Management increased its American Express (AXP) stake by 0.07% in Q3 2026, buying an estimated $668 and bringing the position to 3,063 shares worth $931K. The position accounts for 0.08% of the portfolio, ranked #66.

Tanager Wealth Management first reported a position in AXP in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Tanager Wealth Management held 3,063 shares of American Express worth $931K as of Q3 2026.
  • Tanager Wealth Management bought 2 American Express shares in Q3 2026, an estimated $668.
  • American Express made up 0.08% of Tanager Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Tanager Wealth Management first reported a position in American Express in Q3 2022 and has held it in 17 quarters since.
  • Tanager Wealth Management's American Express position peaked at $1.04M in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.