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Wedmont Private Capital’s American Express AXP Stock Holding History

Wedmont Private Capital’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 		$4.39M Buy
14,263
+1,632
+13% +$545K 0.11% 115
2026
Q2 		$4.43M Buy
12,631
+459
+4% +$147K 0.12% 100
2026
Q1 		$3.85M Sell
12,172
-123
-1% -$41.2K 0.12% 97
2025
Q4 		$4.65M Buy
12,295
+110
+0.9% +$39.4K 0.16% 79
2025
Q3 		$4M Buy
12,185
+145
+1% +$46.1K 0.15% 81
2025
Q2 		$3.82M Buy
12,040
+490
+4% +$138K 0.16% 77
2025
Q1 		$2.9M Buy
11,550
+148
+1% +$43.7K 0.15% 82
2024
Q4 		$3.34M Buy
11,402
+1,141
+11% +$328K 0.18% 71
2024
Q3 		$2.81M Buy
10,261
+590
+6% +$147K 0.16% 76
2024
Q2 		$2.31M Buy
9,671
+361
+4% +$83.6K 0.15% 88
2024
Q1 		$2.05M Buy
9,310
+203
+2% +$42.1K 0.15% 89
2023
Q4 		$1.72M Buy
9,107
+607
+7% +$97.7K 0.14% 92
2023
Q3 		$1.26M Sell
8,500
-177
-2% -$29K 0.13% 102
2023
Q2 		$1.5M Buy
8,677
+2,024
+30% +$327K 0.16% 87
2023
Q1 		$1.07M Buy
6,653
+2,292
+53% +$380K 0.14% 99
2022
Q4 		$655K Sell
4,361
-78
-2% -$11.6K 0.1% 158
2022
Q3 		$599K Buy
4,439
+751
+20% +$114K 0.12% 137
2022
Q2 		$511K Buy
3,688
+653
+22% +$108K 0.11% 137
2022
Q1 		$570K Buy
3,035
+1,113
+58% +$201K 0.13% 127
2021
Q4 		$333K Buy
+1,922
New +$328K 0.1% 156

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wedmont Private Capital's AXP Position: Q3 2026 in Review

Wedmont Private Capital increased its American Express (AXP) stake by 13% in Q3 2026, buying an estimated $545K and bringing the position to 14,263 shares worth $4.39M. The position accounts for 0.11% of the portfolio, ranked #115.

Wedmont Private Capital first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.65M in Q4 2025. 147 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Wedmont Private Capital held 14,263 shares of American Express worth $4.39M as of Q3 2026.
  • Wedmont Private Capital bought 1,632 American Express shares in Q3 2026, an estimated $545K.
  • American Express made up 0.11% of Wedmont Private Capital's portfolio in Q3 2026, its #115 holding.
  • Wedmont Private Capital first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's American Express position peaked at $4.65M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.