Thrive Wealth Management
AXP icon

Thrive Wealth Management’s American Express AXP Stock Holding History

Thrive 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 		$603K Buy
1,983
+40
+2% +$13.4K 0.07% 119
2026
Q2 		$657K Sell
1,943
-54
-3% -$17.3K 0.08% 113
2026
Q1 		$604K Sell
1,997
-32
-2% -$10.7K 0.09% 106
2025
Q4 		$751K Sell
2,029
-15
-0.7% -$5.37K 0.11% 98
2025
Q3 		$679K Buy
2,044
+33
+2% +$10.5K 0.1% 109
2025
Q2 		$642K Buy
2,011
+9
+0.4% +$2.53K 0.1% 102
2025
Q1 		$539K Sell
2,002
-61
-3% -$18K 0.1% 109
2024
Q4 		$612K Sell
2,063
-5
-0.2% -$1.44K 0.11% 101
2024
Q3 		$561K Buy
2,068
+241
+13% +$60K 0.1% 103
2024
Q2 		$423K Buy
1,827
+25
+1% +$5.79K 0.08% 131
2024
Q1 		$410K Buy
1,802
+279
+18% +$57.9K 0.08% 129
2023
Q4 		$285K Buy
1,523
+1
+0.1% +$161 0.06% 151
2023
Q3 		$227K Sell
1,522
-84
-5% -$13.7K 0.06% 155
2023
Q2 		$280K Buy
1,606
+172
+12% +$27.8K 0.07% 137
2023
Q1 		$236K Sell
1,434
-27
-2% -$4.48K 0.06% 149
2022
Q4 		$216K Buy
+1,461
New +$216K 0.06% 144

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

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

Thrive Wealth Management increased its American Express (AXP) stake by 2.1% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,983 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #119.

Thrive Wealth Management first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. The position peaked at $751K in Q4 2025. 795 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Thrive Wealth Management held 1,983 shares of American Express worth $603K as of Q3 2026.
  • Thrive Wealth Management bought 40 American Express shares in Q3 2026, an estimated $13.4K.
  • American Express made up 0.07% of Thrive Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Thrive Wealth Management first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
  • Thrive Wealth Management's American Express position peaked at $751K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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