Wedge Capital Management
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Wedge Capital Management’s American Express AXP Stock Holding History

Wedge Capital 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 		$279K Buy
919
+47
+5% +$15.7K ﹤0.01% 454
2026
Q2 		$295K Sell
872
-163
-16% -$52.2K ﹤0.01% 457
2026
Q1 		$313K Buy
1,035
+144
+16% +$48.3K 0.01% 496
2025
Q4 		$330K Sell
891
-56
-6% -$20K 0.01% 491
2025
Q3 		$315K Sell
947
-17
-2% -$5.41K 0.01% 505
2025
Q2 		$307K Sell
964
-109
-10% -$30.7K 0.01% 485
2025
Q1 		$289K Buy
1,073
+147
+16% +$43.4K 0.01% 491
2024
Q4 		$275K Hold
926
– – ﹤0.01% 492
2024
Q3 		$251K Sell
926
-58
-6% -$14.4K ﹤0.01% 489
2024
Q2 		$228K Sell
984
-143
-13% -$33.1K ﹤0.01% 477
2024
Q1 		$257K Sell
1,127
-45
-4% -$9.33K ﹤0.01% 478
2023
Q4 		$220K Buy
+1,172
New +$189K ﹤0.01% 480
2023
Q3 		– Sell
-1,255
Closed -$219K – 490
2023
Q2 		$219K Sell
1,255
-118
-9% -$19K ﹤0.01% 500
2023
Q1 		$226K Buy
+1,373
New +$228K ﹤0.01% 389
2022
Q2 		– Sell
-1,299
Closed -$243K – 411
2022
Q1 		$243K Buy
1,299
+36
+3% +$6.5K ﹤0.01% 379
2021
Q4 		$207K Sell
1,263
-32
-2% -$5.46K ﹤0.01% 391
2021
Q3 		$217K Buy
+1,295
New +$217K ﹤0.01% 376

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

Wedge Capital Management's AXP Position: Q3 2026 in Review

Wedge Capital Management increased its American Express (AXP) stake by 5.4% in Q3 2026, buying an estimated $15.7K and bringing the position to 919 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Wedge Capital Management first reported a position in AXP in Q3 2021 and has held it in 17 quarters since. The position peaked at $330K in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Wedge Capital Management held 919 shares of American Express worth $279K as of Q3 2026.
  • Wedge Capital Management bought 47 American Express shares in Q3 2026, an estimated $15.7K.
  • American Express made up ﹤0.01% of Wedge Capital Management's portfolio in Q3 2026, its #454 holding.
  • Wedge Capital Management first reported a position in American Express in Q3 2021 and has held it in 17 quarters since.
  • Wedge Capital Management's American Express position peaked at $330K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.