Xcel Wealth Management
AXP icon

Xcel Wealth Management’s American Express AXP Stock Holding History

Xcel 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 		$1.12M Sell
3,693
-1,255
-25% -$419K 0.28% 70
2026
Q2 		$1.67M Sell
4,948
-2,369
-32% -$758K 0.4% 56
2026
Q1 		$2.21M Sell
7,317
-561
-7% -$188K 0.61% 47
2025
Q4 		$2.91M Sell
7,878
-2,065
-21% -$739K 0.74% 34
2025
Q3 		$3.3M Sell
9,943
-130
-1% -$41.4K 0.86% 30
2025
Q2 		$3.21M Buy
10,073
+300
+3% +$84.4K 0.91% 31
2025
Q1 		$2.63M Sell
9,773
-20
-0.2% -$5.91K 0.82% 31
2024
Q4 		$2.91M Hold
9,793
– – 0.81% 30
2024
Q3 		$2.66M Sell
9,793
-30
-0.3% -$7.47K 0.78% 34
2024
Q2 		$2.27M Sell
9,823
-400
-4% -$92.6K 0.71% 36
2024
Q1 		$2.33M Sell
10,223
-1,550
-13% -$321K 0.73% 34
2023
Q4 		$2.21M Sell
11,773
-750
-6% -$121K 0.77% 34
2023
Q3 		$1.87M Sell
12,523
-300
-2% -$49.1K 0.74% 37
2023
Q2 		$2.23M Buy
12,823
+300
+2% +$48.4K 0.71% 39
2023
Q1 		$2.07M Buy
+12,523
New +$2.08M 0.73% 42
2022
Q2 		– Sell
-2,480
Closed -$464K – 124
2022
Q1 		$464K Hold
2,480
– – 0.13% 96
2021
Q4 		$406K Buy
2,480
+1
+0% +$171 0.1% 115
2021
Q3 		$415K Hold
2,479
– – 0.12% 108
2021
Q2 		$410K Buy
+2,479
New +$388K 0.12% 109

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

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

Xcel Wealth Management reduced its American Express (AXP) stake by 25% in Q3 2026, selling an estimated $419K and leaving 3,693 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #70.

Xcel Wealth Management first reported a position in AXP in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.3M in Q3 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Xcel Wealth Management held 3,693 shares of American Express worth $1.12M as of Q3 2026.
  • Xcel Wealth Management sold 1,255 American Express shares in Q3 2026, an estimated $419K.
  • American Express made up 0.28% of Xcel Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Xcel Wealth Management first reported a position in American Express in Q2 2021 and has held it in 19 quarters since.
  • Xcel Wealth Management's American Express position peaked at $3.3M in Q3 2025.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.