James T. Borello RIA’s American Express AXP Stock Holding History

James T. Borello RIA’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	$253K	Sell	833 -30	-3%	-$10K	0.05%	96
2026 Q2	$292K	Buy	863 +2	+0.2%	+$640	0.06%	94
2026 Q1	$260K	Buy	861 +107	+14%	+$35.9K	0.07%	92
2025 Q4	$279K	Buy	754 +22	+3%	+$7.87K	0.07%	87
2025 Q3	$243K	Buy	732 +83	+13%	+$26.4K	0.07%	86
2025 Q2	$207K	Buy	649 +2	+0.3%	+$563	0.06%	81
2025 Q1	$174K	Buy	647 +2	+0.3%	+$591	0.06%	81
2024 Q4	$192K	Buy	645 +1	+0.2%	+$287	0.07%	74
2024 Q3	$175K	Buy	644 +2	+0.3%	+$498	0.07%	71
2024 Q2	$149K	Buy	642 +2	+0.3%	+$463	0.07%	70
2024 Q1	$146K	Buy	+640	New	+$133K	0.07%	68

Other funds holding AXP

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

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

James T. Borello RIA's AXP Position: Q3 2026 in Review

James T. Borello RIA reduced its American Express (AXP) stake by 3.5% in Q3 2026, selling an estimated $10K and leaving 833 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #96.

James T. Borello RIA first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $292K in Q2 2026. 470 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

James T. Borello RIA held 833 shares of American Express worth $253K as of Q3 2026.
James T. Borello RIA sold 30 American Express shares in Q3 2026, an estimated $10K.
American Express made up 0.05% of James T. Borello RIA's portfolio in Q3 2026, its #96 holding.
James T. Borello RIA first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's American Express position peaked at $292K in Q2 2026.
470 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.