Magnus Financial Group’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 | $1.64M | Buy |
4,859
+74
| +2% | +$23.7K | 0.12% | 118 |
|
|
2026
Q1 | $1.45M | Sell |
4,785
-17
| -0.4% | -$5.7K | 0.12% | 123 |
|
|
2025
Q4 | $1.78M | Buy |
4,802
+204
| +4% | +$73K | 0.14% | 125 |
|
|
2025
Q3 | $1.53M | Buy |
4,598
+49
| +1% | +$15.6K | 0.12% | 135 |
|
|
2025
Q2 | $1.45M | Sell |
4,549
-102
| -2% | -$28.7K | 0.13% | 127 |
|
|
2025
Q1 | $1.25M | Buy |
4,651
+253
| +6% | +$74.8K | 0.12% | 135 |
|
|
2024
Q4 | $1.31M | Sell |
4,398
-149
| -3% | -$42.8K | 0.13% | 125 |
|
|
2024
Q3 | $1.23M | Sell |
4,547
-839
| -16% | -$209K | 0.13% | 127 |
|
|
2024
Q2 | $1.25M | Buy |
5,386
+52
| +1% | +$12K | 0.14% | 114 |
|
|
2024
Q1 | $1.21M | Buy |
5,334
+1,003
| +23% | +$208K | 0.14% | 116 |
|
|
2023
Q4 | $811K | Buy |
4,331
+611
| +16% | +$98.4K | 0.11% | 140 |
|
|
2023
Q3 | $555K | Buy |
3,720
+171
| +5% | +$28K | 0.08% | 156 |
|
|
2023
Q2 | $618K | Buy |
3,549
+65
| +2% | +$10.5K | 0.09% | 151 |
|
|
2023
Q1 | $575K | Buy |
3,484
+377
| +12% | +$62.5K | 0.09% | 154 |
|
|
2022
Q4 | $459K | Sell |
3,107
-220
| -7% | -$32.6K | 0.07% | 160 |
|
|
2022
Q3 | $449K | Sell |
3,327
-61
| -2% | -$9.23K | 0.09% | 150 |
|
|
2022
Q2 | $470K | Buy |
3,388
+272
| +9% | +$44.9K | 0.09% | 149 |
|
|
2022
Q1 | $583K | Buy |
3,116
+67
| +2% | +$12.1K | 0.1% | 147 |
|
|
2021
Q4 | $499K | Buy |
3,049
+3
| +0.1% | +$512 | 0.09% | 143 |
|
|
2021
Q3 | $510K | Buy |
3,046
+4
| +0.1% | +$669 | 0.11% | 133 |
|
|
2021
Q2 | $503K | Buy |
3,042
+11
| +0.4% | +$1.72K | 0.11% | 130 |
|
|
2021
Q1 | $429K | Sell |
3,031
-2,457
| -45% | -$325K | 0.1% | 131 |
|
|
2020
Q4 | $664K | Buy |
5,488
+67
| +1% | +$7.42K | 0.07% | 111 |
|
|
2020
Q3 | $543K | Buy |
5,421
+56
| +1% | +$5.51K | 0.06% | 122 |
|
|
2020
Q2 | $511K | Sell |
5,365
-698
| -12% | -$64.3K | 0.06% | 154 |
|
|
2020
Q1 | $519K | Buy |
6,063
+1,357
| +29% | +$158K | 0.07% | 134 |
|
|
2019
Q4 | $586K | Buy |
4,706
+17
| +0.4% | +$2.03K | 0.08% | 112 |
|
|
2019
Q3 | $555K | Buy |
4,689
+5
| +0.1% | +$613 | 0.1% | 103 |
|
|
2019
Q2 | $578K | Buy |
4,684
+5
| +0.1% | +$587 | 0.11% | 96 |
|
|
2019
Q1 | $511K | Buy |
4,679
+5
| +0.1% | +$525 | 0.1% | 107 |
|
|
2018
Q4 | $446K | Buy |
+4,674
| New | +$489K | 0.12% | 101 |
|
Other funds holding AXP
Magnus Financial Group's AXP Position: Q2 2026 in Review
Magnus Financial Group increased its American Express (AXP) stake by 1.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,859 shares worth $1.64M. The position accounts for 0.12% of the portfolio, ranked #118.
Magnus Financial Group first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.78M in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Magnus Financial Group held 4,859 shares of American Express worth $1.64M as of Q2 2026.
- Magnus Financial Group bought 74 American Express shares in Q2 2026, an estimated $23.7K.
- American Express made up 0.12% of Magnus Financial Group's portfolio in Q2 2026, its #118 holding.
- Magnus Financial Group first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's American Express position peaked at $1.78M in Q4 2025.
- 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.