Whelan Financial’s American Express AXP Stock Holding History

Whelan Financial’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	$1.54M	Buy	5,060 +332	+7%	+$111K	0.4%	31
2026 Q2	$1.6M	Buy	4,728 +277	+6%	+$88.7K	0.44%	28
2026 Q1	$1.35M	Buy	4,451 +393	+10%	+$132K	0.42%	27
2025 Q4	$1.5M	Buy	4,058 +322	+9%	+$115K	0.47%	27
2025 Q3	$1.24M	Sell	3,736 -269	-7%	-$85.6K	0.39%	30
2025 Q2	$1.28M	Buy	4,005 +1,190	+42%	+$335K	0.46%	22
2025 Q1	$757K	Buy	2,815 +1,873	+199%	+$554K	0.29%	24
2024 Q4	$280K	Buy	+942	New	+$271K	0.11%	45

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Whelan Financial's AXP Position: Q3 2026 in Review

Whelan Financial increased its American Express (AXP) stake by 7% in Q3 2026, buying an estimated $111K and bringing the position to 5,060 shares worth $1.54M. The position accounts for 0.4% of the portfolio, ranked #31.

Whelan Financial first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2026. 1,788 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Whelan Financial held 5,060 shares of American Express worth $1.54M as of Q3 2026.
Whelan Financial bought 332 American Express shares in Q3 2026, an estimated $111K.
American Express made up 0.4% of Whelan Financial's portfolio in Q3 2026, its #31 holding.
Whelan Financial first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Whelan Financial's American Express position peaked at $1.6M in Q2 2026.
1,788 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.