Turtle Creek Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.84M Buy
6,048
+825
+16% +$276K 0.09% 125
2026
Q2
$1.77M Buy
5,223
+281
+6% +$90K 0.09% 123
2026
Q1
$1.49M Buy
4,942
+704
+17% +$236K 0.11% 114
2025
Q4
$1.57M Buy
4,238
+772
+22% +$276K 0.12% 117
2025
Q3
$1.15M Buy
3,466
+1,699
+96% +$540K 0.1% 124
2025
Q2
$564K Buy
+1,767
New +$497K 0.07% 160
2024
Q4
– Sell
-814
Closed -$221K – 83
2024
Q3
$221K Buy
+814
New +$203K 0.04% 167
2024
Q1
– Sell
-393
Closed -$73.6K – 251
2023
Q4
$73.6K Buy
+393
New +$63.3K 0.02% 228

Other funds holding AXP

Turtle Creek Wealth Advisors's AXP Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its American Express (AXP) stake by 16% in Q3 2026, buying an estimated $276K and bringing the position to 6,048 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #125.

Turtle Creek Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Turtle Creek Wealth Advisors held 6,048 shares of American Express worth $1.84M as of Q3 2026.
  • Turtle Creek Wealth Advisors bought 825 American Express shares in Q3 2026, an estimated $276K.
  • American Express made up 0.09% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • Turtle Creek Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.