Winebrenner Capital Management’s American Express AXP Stock Holding History

Winebrenner Capital 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	$1.13M	Hold	3,700	–	–	0.72%	36
2026 Q2	$1.25M	Sell	3,700 -287	-7%	-$91.9K	0.76%	34
2026 Q1	$1.21M	Sell	3,987 -50	-1%	-$16.8K	0.77%	35
2025 Q4	$1.49M	Hold	4,037	–	–	1%	27
2025 Q3	$1.34M	Hold	4,037	–	–	0.96%	29
2025 Q2	$1.29M	Buy	4,037 +238	+6%	+$67K	1.04%	28
2025 Q1	$1.02M	Sell	3,799 -238	-6%	-$70.3K	0.92%	31
2024 Q4	$1.2M	Buy	+4,037	New	+$1.16M	0.92%	32

Other funds holding AXP

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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winebrenner Capital Management's AXP Position: Q3 2026 in Review

Winebrenner Capital Management held its American Express (AXP) position steady in Q3 2026 at 3,700 shares worth $1.13M. The position accounts for 0.72% of the portfolio, ranked #36.

Winebrenner Capital Management first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 795 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Winebrenner Capital Management held 3,700 shares of American Express worth $1.13M as of Q3 2026.
Winebrenner Capital Management left its American Express share count unchanged in Q3 2026.
American Express made up 0.72% of Winebrenner Capital Management's portfolio in Q3 2026, its #36 holding.
Winebrenner Capital Management first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Winebrenner Capital Management's American Express position peaked at $1.49M in Q4 2025.
795 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.