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William B. Walkup & Associates’s American Express AXP Stock Holding History

William B. Walkup & Associates’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 		$149K Hold
490
– – 0.07% 93
2026
Q2 		$166K Sell
490
-75
-13% -$24K 0.08% 89
2026
Q1 		$152K Hold
565
– – 0.09% 85
2025
Q4 		$209K Hold
565
– – 0.11% 82
2025
Q3 		$188K Hold
565
– – 0.1% 82
2025
Q2 		$180K Hold
565
– – 0.11% 83
2025
Q1 		$152K Hold
565
– – 0.09% 84
2024
Q4 		$168K Hold
565
– – 0.11% 84
2024
Q3 		$153K Hold
565
– – 0.09% 87
2024
Q2 		$131K Buy
+565
New +$131K 0.09% 89

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

William B. Walkup & Associates's AXP Position: Q3 2026 in Review

William B. Walkup & Associates held its American Express (AXP) position steady in Q3 2026 at 490 shares worth $149K. The position accounts for 0.07% of the portfolio, ranked #93.

William B. Walkup & Associates first reported a position in AXP in Q2 2024 and has held it in 10 quarters since. The position peaked at $209K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • William B. Walkup & Associates held 490 shares of American Express worth $149K as of Q3 2026.
  • William B. Walkup & Associates left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.07% of William B. Walkup & Associates's portfolio in Q3 2026, its #93 holding.
  • William B. Walkup & Associates first reported a position in American Express in Q2 2024 and has held it in 10 quarters since.
  • William B. Walkup & Associates's American Express position peaked at $209K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.