MFG
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Magnus Financial Group’s American Express AXP Stock Holding History

Magnus Financial Group’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 		$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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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. 812 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.
  • 812 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.