Burns Matteson Capital Management’s American Express AXP Stock Holding History

Burns Matteson Capital 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 Q2	$237K	Hold	700	–	–	0.07%	174
2026 Q1	$212K	Hold	700	–	–	0.08%	184
2025 Q4	$259K	Hold	700	–	–	0.09%	169
2025 Q3	$233K	Hold	700	–	–	0.09%	171
2025 Q2	$223K	Buy	+700	New	+$197K	0.11%	163
2025 Q1	–	Sell	-717	Closed	-$213K	–	178
2024 Q4	$213K	Sell	717 -83	-10%	-$23.8K	0.12%	141
2024 Q3	$217K	Buy	+800	New	+$199K	0.12%	139

Other funds holding AXP

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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Burns Matteson Capital Management's AXP Position: Q2 2026 in Review

Burns Matteson Capital Management held its American Express (AXP) position steady in Q2 2026 at 700 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #174.

Burns Matteson Capital Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $259K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Burns Matteson Capital Management held 700 shares of American Express worth $237K as of Q2 2026.
Burns Matteson Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.07% of Burns Matteson Capital Management's portfolio in Q2 2026, its #174 holding.
Burns Matteson Capital Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Burns Matteson Capital Management's American Express position peaked at $259K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.