Vista Capital Partners
AXP icon

Vista Capital Partners’s American Express AXP Stock Holding History

Vista Capital Partners’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 		$356K Buy
1,171
+125
+12% +$41.8K 0.03% 122
2026
Q2 		$354K Sell
1,046
-94
-8% -$30.1K 0.03% 118
2026
Q1 		$345K Sell
1,140
-12
-1% -$4.02K 0.03% 105
2025
Q4 		$426K Sell
1,152
-27
-2% -$9.7K 0.04% 101
2025
Q3 		$392K Buy
+1,179
New +$375K 0.04% 92

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vista Capital Partners's AXP Position: Q3 2026 in Review

Vista Capital Partners increased its American Express (AXP) stake by 12% in Q3 2026, buying an estimated $41.8K and bringing the position to 1,171 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #122.

Vista Capital Partners first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $426K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Vista Capital Partners held 1,171 shares of American Express worth $356K as of Q3 2026.
  • Vista Capital Partners bought 125 American Express shares in Q3 2026, an estimated $41.8K.
  • American Express made up 0.03% of Vista Capital Partners's portfolio in Q3 2026, its #122 holding.
  • Vista Capital Partners first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Vista Capital Partners's American Express position peaked at $426K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Vista Capital Partners's 13F filing for Q3 2026, filed 6 Nov 2026.