Weaver Consulting Group
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Weaver Consulting Group’s American Express AXP Stock Holding History

Weaver Consulting Group’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 		$741K Buy
2,436
+42
+2% +$14K 0.14% 129
2026
Q2 		$810K Buy
2,394
+15
+0.6% +$4.8K 0.17% 118
2026
Q1 		$720K Sell
2,379
-22
-0.9% -$7.38K 0.17% 110
2025
Q4 		$888K Buy
2,401
+14
+0.6% +$5.01K 0.22% 91
2025
Q3 		$793K Buy
2,387
+7
+0.3% +$2.23K 0.2% 94
2025
Q2 		$759K Buy
2,380
+2
+0.1% +$563 0.21% 92
2025
Q1 		$640K Hold
2,378
– – 0.19% 94
2024
Q4 		$706K Hold
2,378
– – 0.22% 86
2024
Q3 		$645K Hold
2,378
– – 0.2% 89
2024
Q2 		$551K Hold
2,378
– – 0.19% 94
2024
Q1 		$541K Hold
2,378
– – 0.2% 91
2023
Q4 		$445K Hold
2,378
– – 0.18% 102
2023
Q3 		$355K Hold
2,378
– – 0.16% 116
2023
Q2 		$414K Sell
2,378
-37
-2% -$5.97K 0.18% 98
2023
Q1 		$398K Hold
2,415
– – 0.18% 108
2022
Q4 		$357K Buy
2,415
+66
+3% +$9.8K 0.18% 109
2022
Q3 		$317K Sell
2,349
-7
-0.3% -$1.06K 0.18% 111
2022
Q2 		$327K Sell
2,356
-260
-10% -$42.9K 0.18% 110
2022
Q1 		$489K Hold
2,616
– – 0.24% 79
2021
Q4 		$428K Sell
2,616
-189
-7% -$32.2K 0.21% 90
2021
Q3 		$470K Buy
2,805
+21
+0.8% +$3.51K 0.26% 76
2021
Q2 		$460K Buy
2,784
+107
+4% +$16.8K 0.26% 79
2021
Q1 		$379K Buy
+2,677
New +$354K 0.23% 83
2020
Q4 		– Sell
-1,166
Closed -$117K – 197
2020
Q3 		$117K Sell
1,166
-150
-11% -$14.8K 0.07% 171
2020
Q2 		$125K Buy
1,316
+530
+67% +$48.8K 0.07% 162
2020
Q1 		$67K Buy
786
+38
+5% +$4.42K 0.04% 195
2019
Q4 		$89K Hold
748
– – 0.05% 175
2019
Q3 		$95K Hold
748
– – 0.05% 164
2019
Q2 		$92K Hold
748
– – 0.05% 158
2019
Q1 		$92K Buy
+748
New +$78.6K 0.03% 340

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Weaver Consulting Group's AXP Position: Q3 2026 in Review

Weaver Consulting Group increased its American Express (AXP) stake by 1.8% in Q3 2026, buying an estimated $14K and bringing the position to 2,436 shares worth $741K. The position accounts for 0.14% of the portfolio, ranked #129.

Weaver Consulting Group first reported a position in AXP in Q1 2019 and has held it in 30 quarters since. The position peaked at $888K in Q4 2025. 1,043 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Weaver Consulting Group held 2,436 shares of American Express worth $741K as of Q3 2026.
  • Weaver Consulting Group bought 42 American Express shares in Q3 2026, an estimated $14K.
  • American Express made up 0.14% of Weaver Consulting Group's portfolio in Q3 2026, its #129 holding.
  • Weaver Consulting Group first reported a position in American Express in Q1 2019 and has held it in 30 quarters since.
  • Weaver Consulting Group's American Express position peaked at $888K in Q4 2025.
  • 1,043 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.