Wealth Management Partners
AXP icon

Wealth Management Partners’s American Express AXP Stock Holding History

Wealth Management 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 		$309K Hold
1,014
– – 0.07% 130
2026
Q2 		$343K Hold
1,014
– – 0.08% 129
2026
Q1 		$306K Buy
1,014
+1
+0.1% +$335 0.09% 122
2025
Q4 		$375K Sell
1,013
-131
-11% -$46.9K 0.11% 113
2025
Q3 		$380K Sell
1,144
-77
-6% -$24.5K 0.12% 108
2025
Q2 		$394K Hold
1,221
– – 0.14% 100
2025
Q1 		$328K Buy
1,221
+1
+0.1% +$296 0.15% 93
2024
Q4 		$362K Hold
1,220
– – 0.16% 88
2024
Q3 		$331K Hold
1,220
– – 0.15% 88
2024
Q2 		$282K Buy
1,220
+1
+0.1% +$232 0.14% 89
2024
Q1 		$278K Hold
1,219
– – 0.14% 96
2023
Q4 		$228K Buy
+1,219
New +$196K 0.13% 110
2023
Q3 		– Sell
-1,218
Closed -$212K – 118
2023
Q2 		$212K Sell
1,218
-100
-8% -$16.1K 0.13% 108
2023
Q1 		$217K Buy
+1,318
New +$219K 0.15% 106
2022
Q2 		– Sell
-1,000
Closed -$228K – 98
2022
Q1 		$228K Buy
+1,000
New +$181K 0.16% 99
2021
Q4 		– Sell
-1,216
Closed -$204K – 109
2021
Q3 		$204K Hold
1,216
– – 0.15% 105
2021
Q2 		$201K Buy
+1,216
New +$190K 0.14% 114

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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Partners's AXP Position: Q3 2026 in Review

Wealth Management Partners held its American Express (AXP) position steady in Q3 2026 at 1,014 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #130.

Wealth Management Partners first reported a position in AXP in Q2 2021 and has held it in 17 quarters since. The position peaked at $394K in Q2 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Wealth Management Partners held 1,014 shares of American Express worth $309K as of Q3 2026.
  • Wealth Management Partners left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.07% of Wealth Management Partners's portfolio in Q3 2026, its #130 holding.
  • Wealth Management Partners first reported a position in American Express in Q2 2021 and has held it in 17 quarters since.
  • Wealth Management Partners's American Express position peaked at $394K in Q2 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.