Winthrop Advisory Group
AXP icon

Winthrop Advisory Group’s American Express AXP Stock Holding History

Winthrop Advisory Group’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 		$451K Buy
1,485
+391
+36% +$131K 0.03% 130
2026
Q2 		$370K Sell
1,094
-46
-4% -$14.7K 0.02% 147
2026
Q1 		$345K Sell
1,140
-186
-14% -$62.4K 0.03% 131
2025
Q4 		$491K Sell
1,326
-169
-11% -$60.5K 0.04% 106
2025
Q3 		$497K Sell
1,495
-27
-2% -$8.59K 0.04% 106
2025
Q2 		$485K Buy
+1,522
New +$428K 0.05% 102

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group's AXP Position: Q3 2026 in Review

Winthrop Advisory Group increased its American Express (AXP) stake by 36% in Q3 2026, buying an estimated $131K and bringing the position to 1,485 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #130.

Winthrop Advisory Group first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $497K in Q3 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Winthrop Advisory Group held 1,485 shares of American Express worth $451K as of Q3 2026.
  • Winthrop Advisory Group bought 391 American Express shares in Q3 2026, an estimated $131K.
  • American Express made up 0.03% of Winthrop Advisory Group's portfolio in Q3 2026, its #130 holding.
  • Winthrop Advisory Group first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Winthrop Advisory Group's American Express position peaked at $497K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.