WD Rutherford
AXP icon

WD Rutherford’s American Express AXP Stock Holding History

WD Rutherford’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 		$2.78M Buy
9,141
+582
+7% +$194K 1.06% 39
2026
Q2 		$2.9M Buy
8,559
+1,006
+13% +$322K 1.05% 41
2026
Q1 		$2.28M Buy
+7,553
New +$2.53M 1.02% 38

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

WD Rutherford's AXP Position: Q3 2026 in Review

WD Rutherford increased its American Express (AXP) stake by 6.8% in Q3 2026, buying an estimated $194K and bringing the position to 9,141 shares worth $2.78M. The position accounts for 1.06% of the portfolio, ranked #39.

WD Rutherford first reported a position in AXP in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.9M in Q2 2026. 1,352 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • WD Rutherford held 9,141 shares of American Express worth $2.78M as of Q3 2026.
  • WD Rutherford bought 582 American Express shares in Q3 2026, an estimated $194K.
  • American Express made up 1.06% of WD Rutherford's portfolio in Q3 2026, its #39 holding.
  • WD Rutherford first reported a position in American Express in Q1 2026 and has held it in 3 quarters since.
  • WD Rutherford's American Express position peaked at $2.9M in Q2 2026.
  • 1,352 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.