Walker Asset Management’s American Express AXP Stock Holding History

Walker 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	$498K	Buy	1,639 +68	+4%	+$22.7K	0.25%	76
2026 Q2	$531K	Buy	1,571 +4	+0.3%	+$1.28K	0.27%	73
2026 Q1	$474K	Buy	1,567 +63	+4%	+$21.1K	0.26%	76
2025 Q4	$557K	Buy	1,504 +2	+0.1%	+$716	0.3%	59
2025 Q3	$499K	Buy	1,502 +4	+0.3%	+$1.27K	0.28%	69
2025 Q2	$478K	Buy	1,498 +3	+0.2%	+$844	0.28%	64
2025 Q1	$402K	Buy	1,495 +3	+0.2%	+$887	0.24%	71
2024 Q4	$443K	Buy	1,492 +3	+0.2%	+$862	0.27%	62
2024 Q3	$404K	Buy	1,489 +3	+0.2%	+$747	0.25%	72
2024 Q2	$344K	Buy	1,486 +4	+0.3%	+$926	0.23%	79
2024 Q1	$338K	Buy	1,482 +3	+0.2%	+$622	0.22%	89
2023 Q4	$277K	Buy	+1,479	New	+$238K	0.2%	99

Other funds holding AXP

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

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

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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Walker Asset Management increased its American Express (AXP) stake by 4.3% in Q3 2026, buying an estimated $22.7K and bringing the position to 1,639 shares worth $498K. The position accounts for 0.25% of the portfolio, ranked #76.

Walker Asset Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $557K in Q4 2025. 546 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Walker Asset Management held 1,639 shares of American Express worth $498K as of Q3 2026.
Walker Asset Management bought 68 American Express shares in Q3 2026, an estimated $22.7K.
American Express made up 0.25% of Walker Asset Management's portfolio in Q3 2026, its #76 holding.
Walker Asset Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Walker Asset Management's American Express position peaked at $557K in Q4 2025.
546 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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