Third View Private Wealth
AXP icon

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
Q3 		$796K Buy
2,618
+63
+2% +$21K 0.09% 137
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

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

Third View Private Wealth's AXP Position: Q3 2026 in Review

Third View Private Wealth increased its American Express (AXP) stake by 2.5% in Q3 2026, buying an estimated $21K and bringing the position to 2,618 shares worth $796K. The position accounts for 0.09% of the portfolio, ranked #137.

Third View Private Wealth first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. The position peaked at $864K in Q2 2026. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Third View Private Wealth held 2,618 shares of American Express worth $796K as of Q3 2026.
  • Third View Private Wealth bought 63 American Express shares in Q3 2026, an estimated $21K.
  • American Express made up 0.09% of Third View Private Wealth's portfolio in Q3 2026, its #137 holding.
  • Third View Private Wealth first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's American Express position peaked at $864K in Q2 2026.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.