Values Added Financial
AXP icon

Values Added Financial’s American Express AXP Stock Holding History

Values Added Financial’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 		$226K Sell
744
-30
-4% -$10K 0.08% 131
2026
Q2 		$262K Buy
774
+72
+10% +$23.1K 0.09% 120
2026
Q1 		$212K Sell
702
-46
-6% -$15.4K 0.09% 128
2025
Q4 		$277K Buy
748
+22
+3% +$7.87K 0.12% 106
2025
Q3 		$241K Buy
726
+55
+8% +$17.5K 0.11% 113
2025
Q2 		$214K Buy
+671
New +$189K 0.1% 116

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
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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Values Added Financial's AXP Position: Q3 2026 in Review

Values Added Financial reduced its American Express (AXP) stake by 3.9% in Q3 2026, selling an estimated $10K and leaving 744 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #131.

Values Added Financial first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Values Added Financial held 744 shares of American Express worth $226K as of Q3 2026.
  • Values Added Financial sold 30 American Express shares in Q3 2026, an estimated $10K.
  • American Express made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #131 holding.
  • Values Added Financial first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Values Added Financial's American Express position peaked at $277K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.