Verity Asset Management’s American Express AXP Stock Holding History

Verity Asset Management’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	–	Sell	-1,726	Closed	-$584K	–	220
2026 Q2	$584K	Buy	+1,726	New	+$553K	0.22%	122
2018 Q4	–	Sell	-12,966	Closed	-$1.38M	–	112
2018 Q3	$1.38M	Sell	12,966 -476	-4%	-$49.5K	1.36%	20
2018 Q2	$1.32M	Buy	+13,442	New	+$1.32M	1.19%	21

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Verity Asset Management's AXP Position: Q3 2026 in Review

Verity Asset Management sold out of American Express (AXP) in Q3 2026, closing a stake of 1,726 shares — an estimated $584K sold.

Verity Asset Management first reported a position in AXP in Q2 2018 and held it in 3 quarters. The position peaked at $1.38M in Q3 2018. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Verity Asset Management reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
Verity Asset Management sold 1,726 American Express shares in Q3 2026, an estimated $584K.
Verity Asset Management first reported a position in American Express in Q2 2018 and held it in 3 quarters.
Verity Asset Management's American Express position peaked at $1.38M in Q3 2018.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Verity Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.