Johnson Financial Group Inc (Wisconsin)’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 | $337K | Sell |
997
-75
| -7% | -$24K | 0.01% | 262 |
|
|
2026
Q1 | $324K | Buy |
1,072
+226
| +27% | +$75.8K | 0.01% | 266 |
|
|
2025
Q4 | $313K | Buy |
846
+156
| +23% | +$55.8K | 0.01% | 272 |
|
|
2025
Q3 | $229K | Buy |
690
+324
| +89% | +$103K | 0.01% | 334 |
|
|
2025
Q2 | $117K | Buy |
366
+85
| +30% | +$23.9K | 0.01% | 359 |
|
|
2025
Q1 | $75.6K | Buy |
281
+128
| +84% | +$37.8K | ﹤0.01% | 537 |
|
|
2024
Q4 | $48.5K | Sell |
153
-544
| -78% | -$156K | ﹤0.01% | 499 |
|
|
2024
Q3 | $189K | Buy |
697
+596
| +590% | +$148K | 0.01% | 360 |
|
|
2024
Q2 | $23.4K | Sell |
101
-4
| -4% | -$926 | ﹤0.01% | 509 |
|
|
2024
Q1 | $23.9K | Sell |
105
-268
| -72% | -$55.6K | ﹤0.01% | 487 |
|
|
2023
Q4 | $69.9K | Sell |
373
-22
| -6% | -$3.54K | ﹤0.01% | 415 |
|
|
2023
Q3 | $58.9K | Sell |
395
-10
| -2% | -$1.64K | ﹤0.01% | 379 |
|
|
2023
Q2 | $70.6K | Buy |
405
+40
| +11% | +$6.45K | ﹤0.01% | 371 |
|
|
2023
Q1 | $60.2K | Buy |
365
+211
| +137% | +$35K | ﹤0.01% | 387 |
|
|
2022
Q4 | $22.8K | Sell |
154
-55
| -26% | -$8.15K | ﹤0.01% | 422 |
|
|
2022
Q3 | $29K | Sell |
209
-261
| -56% | -$39.5K | ﹤0.01% | 403 |
|
|
2022
Q2 | $65K | Sell |
470
-171
| -27% | -$28.2K | ﹤0.01% | 361 |
|
|
2022
Q1 | $120K | Sell |
641
-79
| -11% | -$14.3K | 0.01% | 328 |
|
|
2021
Q4 | $118K | Sell |
720
-473
| -40% | -$80.7K | 0.01% | 342 |
|
|
2021
Q3 | $200K | Buy |
1,193
+821
| +221% | +$137K | 0.01% | 263 |
|
|
2021
Q2 | $61K | Hold |
372
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $52K | Buy |
372
+171
| +85% | +$22.6K | ﹤0.01% | 394 |
|
|
2020
Q4 | $24K | Buy |
201
+100
| +99% | +$11.1K | ﹤0.01% | 394 |
|
|
2020
Q3 | $10K | Sell |
101
-1,875
| -95% | -$184K | ﹤0.01% | 376 |
|
|
2020
Q2 | $188K | Sell |
1,976
-4
| -0.2% | -$368 | 0.02% | 185 |
|
|
2020
Q1 | $170K | Buy |
1,980
+1,502
| +314% | +$175K | 0.02% | 200 |
|
|
2019
Q4 | $60K | Sell |
478
-1,024
| -68% | -$122K | 0.01% | 299 |
|
|
2019
Q3 | $178K | Buy |
1,502
+436
| +41% | +$53.5K | 0.02% | 232 |
|
|
2019
Q2 | $131K | Sell |
1,066
-243
| -19% | -$28.5K | 0.01% | 254 |
|
|
2019
Q1 | $143K | Buy |
1,309
+223
| +21% | +$23.4K | 0.01% | 243 |
|
|
2018
Q4 | $104K | Buy |
1,086
+5
| +0.5% | +$523 | 0.01% | 257 |
|
|
2018
Q3 | $115K | Sell |
1,081
-408
| -27% | -$42.4K | 0.01% | 253 |
|
|
2018
Q2 | $146K | Sell |
1,489
-354
| -19% | -$34.8K | 0.02% | 235 |
|
|
2018
Q1 | $172K | Buy |
1,843
+490
| +36% | +$47.5K | 0.02% | 233 |
|
|
2017
Q4 | $135K | Buy |
1,353
+367
| +37% | +$35K | 0.02% | 260 |
|
|
2017
Q3 | $89K | Buy |
986
+65
| +7% | +$5.59K | 0.01% | 294 |
|
|
2017
Q2 | $77K | Sell |
921
-2,031
| -69% | -$161K | 0.01% | 310 |
|
|
2017
Q1 | $233K | Sell |
2,952
-125
| -4% | -$9.77K | 0.03% | 243 |
|
|
2016
Q4 | $228K | Buy |
3,077
+219
| +8% | +$15.2K | 0.03% | 256 |
|
|
2016
Q3 | $183K | Sell |
2,858
-11,384
| -80% | -$731K | 0.02% | 270 |
|
|
2016
Q2 | $864K | Buy |
14,242
+10,500
| +281% | +$665K | 0.12% | 148 |
|
|
2016
Q1 | $229K | Sell |
3,742
-1,141
| -23% | -$66.4K | 0.05% | 235 |
|
|
2015
Q4 | $339K | Sell |
4,883
-4,087
| -46% | -$297K | 0.07% | 201 |
|
|
2015
Q3 | $665K | Sell |
8,970
-36
| -0.4% | -$2.77K | 0.15% | 140 |
|
|
2015
Q2 | $699K | Sell |
9,006
-568
| -6% | -$45.1K | 0.14% | 140 |
|
|
2015
Q1 | $746K | Buy |
9,574
+1,187
| +14% | +$98.6K | 0.16% | 135 |
|
|
2014
Q4 | $780K | Buy |
8,387
+136
| +2% | +$12.2K | 0.18% | 124 |
|
|
2014
Q3 | $723K | Sell |
8,251
-754
| -8% | -$67.9K | 0.19% | 123 |
|
|
2014
Q2 | $855K | Buy |
9,005
+3,635
| +68% | +$328K | 0.23% | 104 |
|
|
2014
Q1 | $483K | Sell |
5,370
-171
| -3% | -$15.3K | 0.14% | 137 |
|
|
2013
Q4 | $503K | Sell |
5,541
-3,495
| -39% | -$287K | 0.15% | 134 |
|
|
2013
Q3 | $682K | Sell |
9,036
-895
| -9% | -$67.3K | 0.21% | 103 |
|
|
2013
Q2 | $742K | Buy |
+9,931
| New | +$707K | 0.21% | 91 |
|
Other funds holding AXP
Johnson Financial Group Inc (Wisconsin)'s AXP Position: Q2 2026 in Review
Johnson Financial Group Inc (Wisconsin) reduced its American Express (AXP) stake by 7% in Q2 2026, selling an estimated $24K and leaving 997 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #262.
Johnson Financial Group Inc (Wisconsin) first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $864K in Q2 2016. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) held 997 shares of American Express worth $337K as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) sold 75 American Express shares in Q2 2026, an estimated $24K.
- American Express made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #262 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s American Express position peaked at $864K in Q2 2016.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.