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Vista Investment Partners’s American Express AXP Stock Holding History

Vista Investment 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 		$277K Buy
910
+1
+0.1% +$334 0.07% 145
2026
Q2 		$307K Hold
909
– – 0.08% 144
2026
Q1 		$275K Sell
909
-61
-6% -$20.5K 0.07% 147
2025
Q4 		$359K Hold
970
– – 0.09% 132
2025
Q3 		$322K Sell
970
-45
-4% -$14.3K 0.09% 129
2025
Q2 		$324K Hold
1,015
– – 0.09% 125
2025
Q1 		$273K Sell
1,015
-650
-39% -$192K 0.08% 138
2024
Q4 		$494K Hold
1,665
– – 0.15% 110
2024
Q3 		$451K Buy
1,665
+1
+0.1% +$249 0.14% 110
2024
Q2 		$385K Hold
1,664
– – 0.13% 115
2024
Q1 		$379K Hold
1,664
– – 0.13% 110
2023
Q4 		$312K Buy
+1,664
New +$268K 0.11% 115

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

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

Vista Investment Partners increased its American Express (AXP) stake by 0.11% in Q3 2026, buying an estimated $334 and bringing the position to 910 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #145.

Vista Investment Partners first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $494K in Q4 2024. 113 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Vista Investment Partners held 910 shares of American Express worth $277K as of Q3 2026.
  • Vista Investment Partners bought 1 American Express share in Q3 2026, an estimated $334.
  • American Express made up 0.07% of Vista Investment Partners's portfolio in Q3 2026, its #145 holding.
  • Vista Investment Partners first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's American Express position peaked at $494K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.