Farmers & Merchants Investments Inc’s American Express AXP Stock Holding History

Farmers & Merchants Investments Inc’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	$283K	Sell	838 -2	-0.2%	-$640	0.01%	289
2026 Q1	$254K	Sell	840 -101	-11%	-$33.9K	0.01%	287
2025 Q4	$348K	Sell	941 -105	-10%	-$37.6K	0.01%	265
2025 Q3	$347K	Sell	1,046 -5	-0.5%	-$1.59K	0.01%	262
2025 Q2	$335K	Sell	1,051 -8	-0.8%	-$2.25K	0.01%	260
2025 Q1	$285K	Buy	1,059 +169	+19%	+$50K	0.01%	279
2024 Q4	$264K	Sell	890 -103	-10%	-$29.6K	0.01%	288
2024 Q3	$269K	Hold	993	–	–	0.01%	286
2024 Q2	$230K	Sell	993 -4	-0.4%	-$926	0.01%	287
2024 Q1	$227K	Buy	997 +95	+11%	+$19.7K	0.01%	280
2023 Q4	$169K	Sell	902 -67	-7%	-$10.8K	0.01%	297
2023 Q3	$145K	Buy	969 +49	+5%	+$8.02K	0.01%	306
2023 Q2	$160K	Buy	920 +372	+68%	+$60K	0.01%	303
2023 Q1	$90.4K	Sell	548 -3,209	-85%	-$532K	﹤0.01%	347
2022 Q4	$555K	Buy	3,757 +15	+0.4%	+$2.22K	0.02%	227
2022 Q3	$505K	Sell	3,742 -27	-0.7%	-$4.09K	0.02%	235
2022 Q2	$522K	Hold	3,769	–	–	0.02%	236
2022 Q1	$705K	Sell	3,769 -150	-4%	-$27.1K	0.03%	223
2021 Q4	$641K	Buy	3,919 +3,418	+682%	+$583K	0.02%	227
2021 Q3	$84K	Sell	501 -63	-11%	-$10.5K	﹤0.01%	351
2021 Q2	$93K	Buy	564 +71	+14%	+$11.1K	﹤0.01%	298
2021 Q1	$70K	Sell	493 -50	-9%	-$6.61K	﹤0.01%	306
2020 Q4	$66K	Hold	543	–	–	﹤0.01%	310
2020 Q3	$54K	Hold	543	–	–	﹤0.01%	314
2020 Q2	$52K	Buy	543 +18	+3%	+$1.66K	﹤0.01%	309
2020 Q1	$45K	Hold	525	–	–	﹤0.01%	298
2019 Q4	$65K	Hold	525	–	–	﹤0.01%	295
2019 Q3	$62K	Sell	525 -63	-11%	-$7.73K	﹤0.01%	299
2019 Q2	$73K	Buy	588 +19	+3%	+$2.23K	﹤0.01%	289
2019 Q1	$62K	Buy	569 +41	+8%	+$4.31K	﹤0.01%	294
2018 Q4	$50K	Hold	528	–	–	﹤0.01%	303
2018 Q3	$56K	Buy	528 +19	+4%	+$1.98K	﹤0.01%	310
2018 Q2	$50K	Hold	509	–	–	﹤0.01%	322
2018 Q1	$47K	Hold	509	–	–	﹤0.01%	327
2017 Q4	$51K	Buy	509 +15	+3%	+$1.43K	﹤0.01%	322
2017 Q3	$45K	Buy	494 +84	+20%	+$7.22K	﹤0.01%	331
2017 Q2	$35K	Buy	410 +259	+172%	+$20.5K	﹤0.01%	369
2017 Q1	$12K	Sell	151 -1,195	-89%	-$93.4K	﹤0.01%	460
2016 Q4	$100K	Buy	1,346 +1,195	+791%	+$82.7K	0.01%	290
2016 Q3	$10K	Hold	151	–	–	﹤0.01%	459
2016 Q2	$9K	Sell	151 -996	-87%	-$63.1K	﹤0.01%	454
2016 Q1	$70K	Buy	1,147 +985	+608%	+$57.3K	0.01%	250
2015 Q4	$11K	Sell	162 -15	-8%	-$1.09K	﹤0.01%	457
2015 Q3	$13K	Sell	177 -300	-63%	-$23.1K	﹤0.01%	431
2015 Q2	$37K	Sell	477 -1,000	-68%	-$79.3K	﹤0.01%	310
2015 Q1	$115K	Buy	1,477 +1,166	+375%	+$96.9K	0.01%	229
2014 Q4	$29K	Sell	311 -464	-60%	-$41.6K	﹤0.01%	347
2014 Q3	$68K	Hold	775	–	–	0.01%	257
2014 Q2	$74K	Hold	775	–	–	0.01%	254
2014 Q1	$70K	Hold	775	–	–	0.01%	260
2013 Q4	$70K	Hold	775	–	–	0.01%	263
2013 Q3	$59K	Buy	775 +2	+0.3%	+$150	0.01%	269
2013 Q2	$58K	Buy	+773	New	+$55K	0.01%	272

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Farmers & Merchants Investments Inc's AXP Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its American Express (AXP) stake by 0.24% in Q2 2026, selling an estimated $640 and leaving 838 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #289.

Farmers & Merchants Investments Inc first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $705K in Q1 2022. 1,564 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Farmers & Merchants Investments Inc held 838 shares of American Express worth $283K as of Q2 2026.
Farmers & Merchants Investments Inc sold 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #289 holding.
Farmers & Merchants Investments Inc first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's American Express position peaked at $705K in Q1 2022.
1,564 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.