Teamwork Financial Advisors
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Teamwork Financial Advisors’s American Express AXP Stock Holding History

Teamwork 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 		$874K Sell
2,875
-35,785
-93% -$12M 0.1% 89
2026
Q2 		$13.1M Buy
38,660
+1,840
+5% +$589K 1.19% 30
2026
Q1 		$11.1M Sell
36,820
-2,761
-7% -$926K 1.18% 34
2025
Q4 		$14.6M Sell
39,581
-5,534
-12% -$1.98M 1.48% 24
2025
Q3 		$15M Buy
45,115
+30,698
+213% +$9.8M 1.54% 23
2025
Q2 		$4.6M Buy
14,417
+489
+4% +$138K 0.53% 34
2025
Q1 		$3.75M Sell
13,928
-4,285
-24% -$1.27M 0.5% 36
2024
Q4 		$5.41M Buy
18,213
+482
+3% +$138K 0.7% 32
2024
Q3 		$4.81M Buy
17,731
+756
+4% +$188K 0.67% 33
2024
Q2 		$3.93M Buy
16,975
+3,490
+26% +$808K 0.58% 36
2024
Q1 		$3.07M Buy
13,485
+723
+6% +$150K 0.47% 42
2023
Q4 		$2.39M Sell
12,762
-27,940
-69% -$4.5M 0.41% 42
2023
Q3 		$6.07M Buy
40,702
+2,777
+7% +$454K 0.99% 26
2023
Q2 		$6.61M Buy
37,925
+3,673
+11% +$593K 1.07% 21
2023
Q1 		$5.65M Buy
34,252
+25,179
+278% +$4.18M 1.04% 21
2022
Q4 		$1.34M Sell
9,073
-23,355
-72% -$3.46M 0.27% 62
2022
Q3 		$4.38M Buy
32,428
+6,008
+23% +$909K 0.94% 18
2022
Q2 		$3.66M Buy
26,420
+5,325
+25% +$880K 0.8% 22
2022
Q1 		$3.94M Buy
21,095
+8,679
+70% +$1.57M 0.74% 20
2021
Q4 		$2.03M Buy
12,416
+115
+0.9% +$19.6K 0.37% 50
2021
Q3 		$2.06M Buy
+12,301
New +$2.06M 0.41% 43

Other funds holding AXP

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Teamwork Financial Advisors reduced its American Express (AXP) stake by 93% in Q3 2026, selling an estimated $12M and leaving 2,875 shares worth $874K. The position accounts for 0.1% of the portfolio, ranked #89.

Teamwork Financial Advisors first reported a position in AXP in Q3 2021 and has held it in 21 quarters since. The position peaked at $15M in Q3 2025. 546 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Teamwork Financial Advisors held 2,875 shares of American Express worth $874K as of Q3 2026.
  • Teamwork Financial Advisors sold 35,785 American Express shares in Q3 2026, an estimated $12M.
  • American Express made up 0.1% of Teamwork Financial Advisors's portfolio in Q3 2026, its #89 holding.
  • Teamwork Financial Advisors first reported a position in American Express in Q3 2021 and has held it in 21 quarters since.
  • Teamwork Financial Advisors's American Express position peaked at $15M in Q3 2025.
  • 546 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.