Williams Jones Wealth Management
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Williams Jones Wealth Management’s American Express AXP Stock Holding History

Williams Jones Wealth 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 		$38.3M Buy
125,875
+1,434
+1% +$479K 0.43% 48
2026
Q2 		$42.1M Sell
124,441
-61
-0% -$19.5K 0.47% 45
2026
Q1 		$37.7M Sell
124,502
-627
-0.5% -$210K 0.46% 49
2025
Q4 		$46.3M Sell
125,129
-1,546
-1% -$553K 0.52% 49
2025
Q3 		$42.1M Sell
126,675
-772
-0.6% -$246K 0.48% 47
2025
Q2 		$40.7M Buy
127,447
+525
+0.4% +$148K 0.49% 50
2025
Q1 		$34.1M Sell
126,922
-1,914
-1% -$566K 0.44% 50
2024
Q4 		$38.2M Sell
128,836
-1,219
-0.9% -$350K 0.46% 47
2024
Q3 		$35.3M Sell
130,055
-21,267
-14% -$5.3M 0.41% 49
2024
Q2 		$35M Sell
151,322
-933
-0.6% -$216K 0.43% 47
2024
Q1 		$34.7M Sell
152,255
-816
-0.5% -$169K 0.44% 49
2023
Q4 		$28.7M Sell
153,071
-978
-0.6% -$157K 0.4% 55
2023
Q3 		$23M Sell
154,049
-2,708
-2% -$443K 0.35% 62
2023
Q2 		$27.3M Sell
156,757
-495
-0.3% -$79.9K 0.41% 53
2023
Q1 		$25.9M Sell
157,252
-623
-0.4% -$103K 0.41% 52
2022
Q4 		$23.3M Sell
157,875
-1,026
-0.6% -$152K 0.39% 56
2022
Q3 		$21.4M Buy
158,901
+1,385
+0.9% +$210K 0.37% 59
2022
Q2 		$21.8M Buy
157,516
+2,184
+1% +$361K 0.35% 58
2022
Q1 		$29M Buy
155,332
+1,309
+0.8% +$236K 0.4% 53
2021
Q4 		$25.2M Buy
154,023
+14,852
+11% +$2.53M 0.31% 61
2021
Q3 		$23.3M Buy
139,171
+2,093
+2% +$350K 0.33% 63
2021
Q2 		$22.6M Buy
137,078
+1,741
+1% +$273K 0.32% 64
2021
Q1 		$19.1M Buy
135,337
+2,038
+2% +$269K 0.3% 64
2020
Q4 		$16.1M Sell
133,299
-3,121
-2% -$346K 0.26% 67
2020
Q3 		$13.7M Buy
136,420
+801
+0.6% +$78.8K 0.25% 73
2020
Q2 		$12.9M Buy
135,619
+2,437
+2% +$224K 0.26% 70
2020
Q1 		$11.4M Sell
133,182
-135
-0.1% -$15.7K 0.3% 62
2019
Q4 		$16.6M Buy
133,317
+230
+0.2% +$27.5K 0.32% 68
2019
Q3 		$15.7M Buy
+133,087
New +$16.3M 0.32% 69

Other funds holding AXP

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Williams Jones Wealth Management's AXP Position: Q3 2026 in Review

Williams Jones Wealth Management increased its American Express (AXP) stake by 1.2% in Q3 2026, buying an estimated $479K and bringing the position to 125,875 shares worth $38.3M. The position accounts for 0.43% of the portfolio, ranked #48.

Williams Jones Wealth Management first reported a position in AXP in Q3 2019 and has held it in 29 quarters since. The position peaked at $46.3M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Williams Jones Wealth Management held 125,875 shares of American Express worth $38.3M as of Q3 2026.
  • Williams Jones Wealth Management bought 1,434 American Express shares in Q3 2026, an estimated $479K.
  • American Express made up 0.43% of Williams Jones Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Williams Jones Wealth Management first reported a position in American Express in Q3 2019 and has held it in 29 quarters since.
  • Williams Jones Wealth Management's American Express position peaked at $46.3M in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.