Westover Capital Advisors
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Westover Capital Advisors’s American Express AXP Stock Holding History

Westover Capital Advisors’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 		$420K Hold
1,380
– – 0.07% 172
2026
Q2 		$467K Hold
1,380
– – 0.08% 163
2026
Q1 		$417K Sell
1,380
-20
-1% -$6.71K 0.08% 164
2025
Q4 		$518K Hold
1,400
– – 0.09% 147
2025
Q3 		$465K Sell
1,400
-82
-6% -$26.1K 0.09% 150
2025
Q2 		$473K Hold
1,482
– – 0.09% 151
2025
Q1 		$399K Buy
1,482
+62
+4% +$18.3K 0.09% 161
2024
Q4 		$421K Sell
1,420
-20
-1% -$5.75K 0.09% 161
2024
Q3 		$391K Hold
1,440
– – 0.08% 174
2024
Q2 		$333K Sell
1,440
-20
-1% -$4.63K 0.09% 166
2024
Q1 		$332K Hold
1,460
– – 0.1% 140
2023
Q4 		$274K Hold
1,460
– – 0.09% 147
2023
Q3 		$218K Hold
1,460
– – 0.08% 167
2023
Q2 		$254K Hold
1,460
– – 0.09% 154
2023
Q1 		$241K Hold
1,460
– – 0.09% 146
2022
Q4 		$216K Sell
1,460
-50
-3% -$7.41K 0.09% 143
2022
Q3 		$204K Buy
+1,510
New +$229K 0.08% 150
2020
Q2 		– Sell
-14,904
Closed -$1.28M – 110
2020
Q1 		$1.28M Sell
14,904
-2,025
-12% -$236K 0.69% 44
2019
Q4 		$2.11M Sell
16,929
-2,197
-11% -$263K 0.94% 39
2019
Q3 		$2.26M Sell
19,126
-1,714
-8% -$210K 1.07% 35
2019
Q2 		$2.57M Sell
20,840
-359
-2% -$42.2K 1.27% 30
2019
Q1 		$2.32M Sell
21,199
-1,466
-6% -$154K 1.2% 33
2018
Q4 		$2.16M Buy
+22,665
New +$2.37M 1.35% 29

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Westover Capital Advisors's AXP Position: Q3 2026 in Review

Westover Capital Advisors held its American Express (AXP) position steady in Q3 2026 at 1,380 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #172.

Westover Capital Advisors first reported a position in AXP in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.57M in Q2 2019. 2,312 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Westover Capital Advisors held 1,380 shares of American Express worth $420K as of Q3 2026.
  • Westover Capital Advisors left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.07% of Westover Capital Advisors's portfolio in Q3 2026, its #172 holding.
  • Westover Capital Advisors first reported a position in American Express in Q4 2018 and has held it in 23 quarters since.
  • Westover Capital Advisors's American Express position peaked at $2.57M in Q2 2019.
  • 2,312 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Westover Capital Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.