WT Wealth Management’s American Express AXP Stock Holding History

WT 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	$308K	Buy	1,014 +91	+10%	+$30.4K	0.09%	116
2026 Q2	$312K	Hold	923	–	–	0.09%	105
2026 Q1	$279K	Hold	923	–	–	0.08%	110
2025 Q4	$341K	Hold	923	–	–	0.1%	102
2025 Q3	$307K	Hold	923	–	–	0.09%	103
2025 Q2	$294K	Hold	923	–	–	0.09%	113
2025 Q1	$248K	Hold	923	–	–	0.08%	108
2024 Q4	$274K	Hold	923	–	–	0.09%	112
2024 Q3	$255K	Hold	923	–	–	0.08%	113
2024 Q2	$214K	Hold	923	–	–	0.07%	112
2024 Q1	$210K	Buy	+923	New	+$191K	0.08%	105

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

WT Wealth Management's AXP Position: Q3 2026 in Review

WT Wealth Management increased its American Express (AXP) stake by 9.9% in Q3 2026, buying an estimated $30.4K and bringing the position to 1,014 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #116.

WT Wealth Management first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $341K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

WT Wealth Management held 1,014 shares of American Express worth $308K as of Q3 2026.
WT Wealth Management bought 91 American Express shares in Q3 2026, an estimated $30.4K.
American Express made up 0.09% of WT Wealth Management's portfolio in Q3 2026, its #116 holding.
WT Wealth Management first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
WT Wealth Management's American Express position peaked at $341K in Q4 2025.
1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.