Values First Advisors’s American Express AXP Stock Holding History

Values First Advisors’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	$739K	Sell	2,431 -356	-13%	-$119K	0.35%	80
2026 Q2	$943K	Sell	2,787 -923	-25%	-$296K	0.43%	68
2026 Q1	$1.12M	Buy	3,710 +78	+2%	+$26.2K	0.58%	53
2025 Q4	$1.34M	Buy	3,632 +316	+10%	+$113K	0.7%	45
2025 Q3	$1.1M	Buy	3,316 +520	+19%	+$165K	0.59%	53
2025 Q2	$892K	Buy	2,796 +970	+53%	+$273K	0.49%	59
2025 Q1	$490K	Buy	1,826 +619	+51%	+$183K	0.29%	96
2024 Q4	$358K	Buy	+1,207	New	+$347K	0.2%	121

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Values First Advisors's AXP Position: Q3 2026 in Review

Values First Advisors reduced its American Express (AXP) stake by 13% in Q3 2026, selling an estimated $119K and leaving 2,431 shares worth $739K. The position accounts for 0.35% of the portfolio, ranked #80.

Values First Advisors first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Values First Advisors held 2,431 shares of American Express worth $739K as of Q3 2026.
Values First Advisors sold 356 American Express shares in Q3 2026, an estimated $119K.
American Express made up 0.35% of Values First Advisors's portfolio in Q3 2026, its #80 holding.
Values First Advisors first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Values First Advisors's American Express position peaked at $1.34M in Q4 2025.
1,109 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.