Zevenbergen Capital Investments’s American Express AXP Stock Holding History

Zevenbergen Capital Investments’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	$487K	Hold	1,600	–	–	0.01%	103
2026 Q2	$541K	Sell	1,600 -100	-6%	-$32K	0.01%	98
2026 Q1	$514K	Hold	1,700	–	–	0.01%	101
2025 Q4	$629K	Hold	1,700	–	–	0.01%	97
2025 Q3	$565K	Hold	1,700	–	–	0.01%	95
2025 Q2	$542K	Hold	1,700	–	–	0.01%	97
2025 Q1	$457K	Hold	1,700	–	–	0.01%	98
2024 Q4	$505K	Hold	1,700	–	–	0.01%	95
2024 Q3	$461K	Hold	1,700	–	–	0.01%	93
2024 Q2	$394K	Hold	1,700	–	–	0.01%	97
2024 Q1	$387K	Hold	1,700	–	–	0.01%	95
2023 Q4	$318K	Hold	1,700	–	–	0.01%	94
2023 Q3	$254K	Hold	1,700	–	–	0.01%	98
2023 Q2	$296K	Hold	1,700	–	–	0.01%	98
2023 Q1	$280K	Hold	1,700	–	–	0.01%	98
2022 Q4	$251K	Hold	1,700	–	–	0.01%	96
2022 Q3	$229K	Hold	1,700	–	–	0.01%	101
2022 Q2	$236K	Hold	1,700	–	–	0.01%	84
2022 Q1	$318K	Sell	1,700 -60	-3%	-$10.8K	0.01%	81
2021 Q4	$288K	Hold	1,760	–	–	0.01%	85
2021 Q3	$295K	Hold	1,760	–	–	0.01%	91
2021 Q2	$291K	Hold	1,760	–	–	0.01%	92
2021 Q1	$249K	Hold	1,760	–	–	﹤0.01%	94
2020 Q4	$213K	Buy	+1,760	New	+$195K	﹤0.01%	81

Other funds holding AXP

CAM

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

BTCPP

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Zevenbergen Capital Investments's AXP Position: Q3 2026 in Review

Zevenbergen Capital Investments held its American Express (AXP) position steady in Q3 2026 at 1,600 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #103.

Zevenbergen Capital Investments first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $629K in Q4 2025. 113 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Zevenbergen Capital Investments held 1,600 shares of American Express worth $487K as of Q3 2026.
Zevenbergen Capital Investments left its American Express share count unchanged in Q3 2026.
American Express made up 0.01% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #103 holding.
Zevenbergen Capital Investments first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
Zevenbergen Capital Investments's American Express position peaked at $629K in Q4 2025.
113 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2026, filed 8 Oct 2026.