Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
23+ 2.57% |
$7.27K - $8.57K
|
918
$313K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
22+ 3.03% |
$6.96K - $8.2K
|
748
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.5% |
$6.96K - $8.2K
|
1.49K
$509K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 2.95% |
$6.96K - $8.2K
|
767
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 1.68% |
$6.96K - $8.2K
|
1.33K
$454K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22+ 3.38% |
$6.96K - $8.2K
|
673
$230K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
21+ 0.53% |
$6.64K - $7.83K
|
3.95K
$1.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
19+ 21.35% |
$6.01K - $7.08K
|
108
$36.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 0.33% |
$6.01K - $7.08K
|
5.85K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
19+ 1.48% |
$6.01K - $7.08K
|
1.3K
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
19+ 0.55% |
$6.01K - $7.08K
|
3.45K
$1.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
18+ 0.07% |
$5.69K - $6.71K
|
26.3K
$8.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17+ 1.54% |
$5.38K - $6.34K
|
1.12K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
17+ 1.28% |
$5.38K - $6.34K
|
1.35K
$460K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17+ 0.6% |
$5.38K - $6.34K
|
2.86K
$977K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
17+ 2.37% |
$5.38K - $6.34K
|
733
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
17+ 1.1% |
$5.38K - $6.34K
|
1.56K
$534K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 2.56% |
$5.06K - $5.96K
|
640
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 1.31% |
$5.06K - $5.96K
|
1.24K
$424K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 55.56% |
$4.74K - $5.59K
|
42
$14.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
15+ 0.5% |
$4.74K - $5.59K
|
3.02K
$1.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.3% |
$3.8K - $4.47K
|
4.02K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
12+ 0.6% |
$3.8K - $4.47K
|
2.01K
$687K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12+ 1.57% |
$3.8K - $4.47K
|
777
$265K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
11+ 1.48% |
$3.48K - $4.1K
|
752
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
11+ 1.69% |
$3.48K - $4.1K
|
663
$226K
|
|
|
Jan 23, 2026
Q4 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
10+ 1.05% |
$3.16K - $3.73K
|
963
$329K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 2.92% |
$3.16K - $3.73K
|
353
$120K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.93% |
$3.16K - $3.73K
|
1.08K
$370K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
10+ 1.52% |
$3.16K - $3.73K
|
670
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
9+ 0.92% |
$2.85K - $3.35K
|
984
$336K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
9+ 0.71% |
$2.85K - $3.35K
|
1.29K
$439K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.57% |
$2.85K - $3.35K
|
1.6K
$545K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
8+ 0.53% |
$2.53K - $2.98K
|
1.52K
$518K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
8+ 33.33% |
$2.53K - $2.98K
|
32
$10.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$2.53K - $2.98K
|
8
$2.73K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8+ 0.71% |
$2.53K - $2.98K
|
1.14K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
7+ 1.73% |
$2.21K - $2.61K
|
412
$141K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 37.5% |
$1.9K - $2.24K
|
22
$7.51K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6+ 0.98% |
$1.9K - $2.24K
|
621
$212K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.18% |
$1.58K - $1.86K
|
2.71K
$924K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 0.13% |
$1.58K - $1.86K
|
3.77K
$1.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.92% |
$1.58K - $1.86K
|
546
$186K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
5+ 0.06% |
$1.58K - $1.86K
|
8.4K
$2.87M
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4+ 9.09% |
$1.27K - $1.49K
|
48
$16.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$1.27K - $1.49K
|
4.24K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$949 - $1.12K
|
3
$1.02K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.2% |
$949 - $1.12K
|
1.51K
$515K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
3+ 0.0% |
$949 - $1.12K
|
62K
$21.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.12% |
$949 - $1.12K
|
2.48K
$847K
|
|