TradeWell Securities
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TradeWell Securities’s American Express AXP Stock Holding History

TradeWell Securities’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 		$506K Sell
1,663
-190
-10% -$63.5K 0.17% 37
2026
Q2 		$627K Buy
1,853
+6
+0.3% +$1.92K 0.22% 31
2026
Q1 		$559K Buy
1,847
+2
+0.1% +$671 0.24% 33
2025
Q4 		$682K Sell
1,845
-57
-3% -$20.4K 0.27% 30
2025
Q3 		$625K Buy
1,902
+338
+22% +$108K 0.26% 30
2025
Q2 		$499K Buy
+1,564
New +$440K 0.24% 31

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

TradeWell Securities's AXP Position: Q3 2026 in Review

TradeWell Securities reduced its American Express (AXP) stake by 10% in Q3 2026, selling an estimated $63.5K and leaving 1,663 shares worth $506K. The position accounts for 0.17% of the portfolio, ranked #37.

TradeWell Securities first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $682K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • TradeWell Securities held 1,663 shares of American Express worth $506K as of Q3 2026.
  • TradeWell Securities sold 190 American Express shares in Q3 2026, an estimated $63.5K.
  • American Express made up 0.17% of TradeWell Securities's portfolio in Q3 2026, its #37 holding.
  • TradeWell Securities first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • TradeWell Securities's American Express position peaked at $682K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.