Traveka Wealth
AXP icon

Traveka Wealth’s American Express AXP Stock Holding History

Traveka 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 		$422K Buy
1,388
+757
+120% +$253K 0.13% 117
2026
Q2 		$213K Buy
+631
New +$202K 0.07% 180
2026
Q1 		– Sell
-621
Closed -$230K – 189
2025
Q4 		$230K Buy
621
+6
+1% +$2.15K 0.09% 162
2025
Q3 		$204K Buy
+615
New +$196K 0.09% 163

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Traveka Wealth's AXP Position: Q3 2026 in Review

Traveka Wealth increased its American Express (AXP) stake by 120% in Q3 2026, buying an estimated $253K and bringing the position to 1,388 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #117.

Traveka Wealth first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Traveka Wealth held 1,388 shares of American Express worth $422K as of Q3 2026.
  • Traveka Wealth bought 757 American Express shares in Q3 2026, an estimated $253K.
  • American Express made up 0.13% of Traveka Wealth's portfolio in Q3 2026, its #117 holding.
  • Traveka Wealth first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.