Forvis Mazars Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.14M | Buy |
15,205
+13
| +0.1% | +$4.16K | 0.09% | 94 |
|
|
2026
Q1 | $4.6M | Sell |
15,192
-45
| -0.3% | -$15.1K | 0.09% | 99 |
|
|
2025
Q4 | $5.64M | Buy |
15,237
+128
| +0.8% | +$45.8K | 0.11% | 90 |
|
|
2025
Q3 | $5.02M | Buy |
15,109
+42
| +0.3% | +$13.4K | 0.1% | 93 |
|
|
2025
Q2 | $4.81M | Sell |
15,067
-7
| -0% | -$1.97K | 0.1% | 87 |
|
|
2025
Q1 | $4.06M | Buy |
15,074
+4,408
| +41% | +$1.3M | 0.1% | 100 |
|
|
2024
Q4 | $3.17M | Sell |
10,666
-258
| -2% | -$74.1K | 0.07% | 124 |
|
|
2024
Q3 | $2.96M | Sell |
10,924
-4,404
| -29% | -$1.1M | 0.07% | 136 |
|
|
2024
Q2 | $3.55M | Buy |
15,328
+4,356
| +40% | +$1.01M | 0.09% | 114 |
|
|
2024
Q1 | $2.5M | Sell |
10,972
-336
| -3% | -$69.7K | 0.06% | 143 |
|
|
2023
Q4 | $2.12M | Sell |
11,308
-687
| -6% | -$111K | 0.06% | 150 |
|
|
2023
Q3 | $1.79M | Buy |
11,995
+335
| +3% | +$54.8K | 0.05% | 158 |
|
|
2023
Q2 | $2.03M | Buy |
11,660
+1,744
| +18% | +$281K | 0.06% | 162 |
|
|
2023
Q1 | $1.64M | Buy |
9,916
+32
| +0.3% | +$5.31K | 0.05% | 165 |
|
|
2022
Q4 | $1.46M | Sell |
9,884
-1,015
| -9% | -$150K | 0.05% | 169 |
|
|
2022
Q3 | $1.47M | Sell |
10,899
-257
| -2% | -$38.9K | 0.06% | 164 |
|
|
2022
Q2 | $1.55M | Sell |
11,156
-450
| -4% | -$74.3K | 0.06% | 151 |
|
|
2022
Q1 | $2.17M | Sell |
11,606
-615
| -5% | -$111K | 0.09% | 102 |
|
|
2021
Q4 | $2M | Sell |
12,221
-1,000
| -8% | -$171K | 0.08% | 101 |
|
|
2021
Q3 | $2.21M | Buy |
13,221
+132
| +1% | +$22.1K | 0.1% | 92 |
|
|
2021
Q2 | $2.16M | Sell |
13,089
-1,294
| -9% | -$203K | 0.1% | 90 |
|
|
2021
Q1 | $2.03M | Sell |
14,383
-4,722
| -25% | -$624K | 0.1% | 93 |
|
|
2020
Q4 | $2.31M | Sell |
19,105
-3,961
| -17% | -$439K | 0.12% | 92 |
|
|
2020
Q3 | $2.31M | Sell |
23,066
-389
| -2% | -$38.3K | 0.13% | 79 |
|
|
2020
Q2 | $2.23M | Sell |
23,455
-2,614
| -10% | -$241K | 0.14% | 74 |
|
|
2020
Q1 | $2.23M | Sell |
26,069
-859
| -3% | -$99.9K | 0.18% | 60 |
|
|
2019
Q4 | $3.35M | Buy |
26,928
+102
| +0.4% | +$12.2K | 0.24% | 53 |
|
|
2019
Q3 | $3.17M | Sell |
26,826
-151
| -0.6% | -$18.5K | 0.25% | 51 |
|
|
2019
Q2 | $3.33M | Sell |
26,977
-1,077
| -4% | -$126K | 0.27% | 53 |
|
|
2019
Q1 | $3.07M | Buy |
28,054
+1,036
| +4% | +$109K | 0.25% | 57 |
|
|
2018
Q4 | $2.58M | Buy |
27,018
+419
| +2% | +$43.8K | 0.26% | 52 |
|
|
2018
Q3 | $2.83M | Buy |
26,599
+457
| +2% | +$47.5K | 0.25% | 51 |
|
|
2018
Q2 | $2.56M | Buy |
26,142
+2,960
| +13% | +$291K | 0.25% | 59 |
|
|
2018
Q1 | $2.16M | Buy |
23,182
+613
| +3% | +$59.4K | 0.22% | 66 |
|
|
2017
Q4 | $2.24M | Sell |
22,569
-48
| -0.2% | -$4.57K | 0.22% | 64 |
|
|
2017
Q3 | $2.05M | Sell |
22,617
-153
| -0.7% | -$13.2K | 0.23% | 64 |
|
|
2017
Q2 | $1.92M | Buy |
22,770
+1,657
| +8% | +$131K | 0.22% | 69 |
|
|
2017
Q1 | $1.67M | Sell |
21,113
-4
| -0% | -$313 | 0.2% | 65 |
|
|
2016
Q4 | $1.56M | Buy |
21,117
+411
| +2% | +$28.5K | 0.2% | 65 |
|
|
2016
Q3 | $1.33M | Buy |
20,706
+2,237
| +12% | +$144K | 0.18% | 68 |
|
|
2016
Q2 | $1.12M | Buy |
18,469
+590
| +3% | +$37.4K | 0.17% | 75 |
|
|
2016
Q1 | $1.1M | Buy |
17,879
+2,929
| +20% | +$170K | 0.18% | 71 |
|
|
2015
Q4 | $1.04M | Buy |
14,950
+34
| +0.2% | +$2.47K | 0.16% | 69 |
|
|
2015
Q3 | $1.11M | Sell |
14,916
-890
| -6% | -$68.5K | 0.19% | 62 |
|
|
2015
Q2 | $1.23M | Buy |
15,806
+214
| +1% | +$17K | 0.18% | 68 |
|
|
2015
Q1 | $1.22M | Buy |
15,592
+1,216
| +8% | +$101K | 0.18% | 70 |
|
|
2014
Q4 | $1.34M | Buy |
14,376
+555
| +4% | +$49.8K | 0.22% | 60 |
|
|
2014
Q3 | $1.21M | Buy |
13,821
+36
| +0.3% | +$3.24K | 0.21% | 61 |
|
|
2014
Q2 | $1.31M | Buy |
13,785
+184
| +1% | +$16.6K | 0.22% | 58 |
|
|
2014
Q1 | $1.23M | Buy |
13,601
+1,248
| +10% | +$111K | 0.22% | 68 |
|
|
2013
Q4 | $1.12M | Buy |
12,353
+6,088
| +97% | +$500K | 0.21% | 70 |
|
|
2013
Q3 | $473K | Buy |
6,265
+3,539
| +130% | +$266K | 0.1% | 104 |
|
|
2013
Q2 | $204K | Buy |
+2,726
| New | +$194K | 0.16% | 92 |
|
Other funds holding AXP
Forvis Mazars Wealth Advisors's AXP Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its American Express (AXP) stake by 0.09% in Q2 2026, buying an estimated $4.16K and bringing the position to 15,205 shares worth $5.14M. The position accounts for 0.09% of the portfolio, ranked #94.
Forvis Mazars Wealth Advisors first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.64M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Forvis Mazars Wealth Advisors held 15,205 shares of American Express worth $5.14M as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 13 American Express shares in Q2 2026, an estimated $4.16K.
- American Express made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #94 holding.
- Forvis Mazars Wealth Advisors first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
- Forvis Mazars Wealth Advisors's American Express position peaked at $5.64M in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.