Vest Financial
AXP icon

Vest Financial’s American Express AXP Stock Holding History

Vest 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 		$70.9M Buy
233,152
+30,162
+15% +$10.1M 0.74% 32
2026
Q2 		$68.7M Buy
202,990
+17,863
+10% +$5.72M 0.72% 33
2026
Q1 		$56M Buy
185,127
+21,679
+13% +$7.27M 0.67% 47
2025
Q4 		$60.5M Buy
163,448
+7,195
+5% +$2.57M 0.77% 31
2025
Q3 		$51.9M Buy
156,253
+7,763
+5% +$2.47M 0.68% 66
2025
Q2 		$47.4M Buy
148,490
+5,648
+4% +$1.59M 0.67% 77
2025
Q1 		$38.4M Buy
142,842
+31,266
+28% +$9.24M 0.6% 86
2024
Q4 		$33.1M Buy
111,576
+9,129
+9% +$2.62M 0.59% 101
2024
Q3 		$27.8M Buy
102,447
+6,240
+6% +$1.55M 0.53% 100
2024
Q2 		$22.3M Buy
96,207
+15,025
+19% +$3.48M 0.53% 100
2024
Q1 		$18.5M Buy
81,182
+11,430
+16% +$2.37M 0.49% 100
2023
Q4 		$13.1M Buy
69,752
+13,594
+24% +$2.19M 0.49% 89
2023
Q3 		$8.38M Buy
56,158
+25,829
+85% +$4.22M 0.46% 110
2023
Q2 		$5.29M Buy
30,329
+21,705
+252% +$3.5M 0.49% 86
2023
Q1 		$1.42M Buy
8,624
+6,031
+233% +$1M 0.19% 87
2022
Q4 		$383K Buy
+2,593
New +$384K 0.06% 88

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Vest Financial's AXP Position: Q3 2026 in Review

Vest Financial increased its American Express (AXP) stake by 15% in Q3 2026, buying an estimated $10.1M and bringing the position to 233,152 shares worth $70.9M. The position accounts for 0.74% of the portfolio, ranked #32.

Vest Financial first reported a position in AXP in Q4 2022 and has held it in 16 quarters since. 1,862 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Vest Financial held 233,152 shares of American Express worth $70.9M as of Q3 2026.
  • Vest Financial bought 30,162 American Express shares in Q3 2026, an estimated $10.1M.
  • American Express made up 0.74% of Vest Financial's portfolio in Q3 2026, its #32 holding.
  • Vest Financial first reported a position in American Express in Q4 2022 and has held it in 16 quarters since.
  • 1,862 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.