Wealth Quarterback’s American Express AXP Stock Holding History

Wealth Quarterback’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	$415K	Buy	1,366 +61	+5%	+$20.4K	0.13%	105
2026 Q2	$441K	Buy	1,305 +87	+7%	+$27.9K	0.14%	101
2026 Q1	$368K	Hold	1,218	–	–	0.15%	111
2025 Q4	$450K	Hold	1,218	–	–	0.16%	100
2025 Q3	$404K	Buy	1,218 +16	+1%	+$5.09K	0.16%	103
2025 Q2	$383K	Buy	+1,202	New	+$338K	0.18%	100
2021 Q3	$92K	Buy	544 +1	+0.2%	+$167	0.06%	164
2021 Q2	$90K	Buy	+543	New	+$85K	0.05%	179
2020 Q2	–	Sell	-721	Closed	-$61.7K	–	158
2020 Q1	$61.7K	Sell	721 -246	-25%	-$28.6K	0.06%	199
2019 Q4	$120K	Buy	+967	New	+$116K	0.1%	145

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Wealth Quarterback's AXP Position: Q3 2026 in Review

Wealth Quarterback increased its American Express (AXP) stake by 4.7% in Q3 2026, buying an estimated $20.4K and bringing the position to 1,366 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #105.

Wealth Quarterback first reported a position in AXP in Q4 2019 and has held it in 10 quarters since. The position peaked at $450K in Q4 2025. 891 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Wealth Quarterback held 1,366 shares of American Express worth $415K as of Q3 2026.
Wealth Quarterback bought 61 American Express shares in Q3 2026, an estimated $20.4K.
American Express made up 0.13% of Wealth Quarterback's portfolio in Q3 2026, its #105 holding.
Wealth Quarterback first reported a position in American Express in Q4 2019 and has held it in 10 quarters since.
Wealth Quarterback's American Express position peaked at $450K in Q4 2025.
891 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.