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Allen Mooney & Barnes Investment Advisors’s American Express AXP Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q2 		$16.7M Sell
49,326
-2,040
-4% -$653K 2.54% 13
2026
Q1 		$15.5M Buy
51,366
+954
+2% +$320K 2.23% 16
2025
Q4 		$18.7M Buy
50,412
+169
+0.3% +$60.5K 2.81% 8
2025
Q3 		$16.7M Sell
50,243
-16,344
-25% -$5.2M 2.6% 9
2025
Q2 		$21.2M Sell
66,587
-463
-0.7% -$130K 3.49% 6
2025
Q1 		$18M Sell
67,050
-1,603
-2% -$474K 2.93% 5
2024
Q4 		$20.4M Sell
68,653
-2,215
-3% -$636K 3.44% 5
2024
Q3 		$19.2M Sell
70,868
-1,983
-3% -$494K 3.27% 5
2024
Q2 		$16.9M Buy
72,851
+723
+1% +$167K 3.02% 7
2024
Q1 		$15.7M Sell
72,128
-112
-0.2% -$23.2K 3.02% 6
2023
Q4 		$13.5M Buy
72,240
+572
+0.8% +$92.1K 2.57% 10
2023
Q3 		$10.7M Buy
71,668
+4,080
+6% +$667K 2.28% 14
2023
Q2 		$11.8M Sell
67,588
-216
-0.3% -$34.9K 2.61% 8
2023
Q1 		$11.2M Buy
67,804
+1,873
+3% +$311K 2.68% 9
2022
Q4 		$9.74M Buy
65,931
+862
+1% +$128K 2.34% 16
2022
Q3 		$8.78M Buy
65,069
+943
+1% +$143K 2.35% 13
2022
Q2 		$8.89M Buy
64,126
+3,848
+6% +$636K 2.28% 12
2022
Q1 		$11.3M Buy
+60,278
New +$10.9M 2.5% 7

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's AXP Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its American Express (AXP) stake by 4% in Q2 2026, selling an estimated $653K and leaving 49,326 shares worth $16.7M. The position accounts for 2.54% of the portfolio, ranked #13.

Allen Mooney & Barnes Investment Advisors first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.2M in Q2 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 49,326 shares of American Express worth $16.7M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 2,040 American Express shares in Q2 2026, an estimated $653K.
  • American Express made up 2.54% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's American Express position peaked at $21.2M in Q2 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.