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Third View Private Wealth’s American Express AXP Stock Holding History

Third View Private Wealth’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
Q2 		$864K Buy
2,555
+289
+13% +$92.5K 0.11% 145
2026
Q1 		$685K Buy
2,266
+194
+9% +$65K 0.09% 143
2025
Q4 		$766K Buy
+2,072
New +$741K 0.1% 140

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Third View Private Wealth's AXP Position: Q2 2026 in Review

Third View Private Wealth increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $92.5K and bringing the position to 2,555 shares worth $864K. The position accounts for 0.11% of the portfolio, ranked #145.

Third View Private Wealth first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Third View Private Wealth held 2,555 shares of American Express worth $864K as of Q2 2026.
  • Third View Private Wealth bought 289 American Express shares in Q2 2026, an estimated $92.5K.
  • American Express made up 0.11% of Third View Private Wealth's portfolio in Q2 2026, its #145 holding.
  • Third View Private Wealth first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.