MAI Capital Management’s American Express AXP Stock Holding History

MAI Capital Management’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	–	Hold	0	–	–	–	2016
2026 Q1	–	Hold	0	–	–	–	2116
2025 Q4	–	Hold	0	–	–	–	1800
2025 Q3	–	Hold	0	–	–	–	1775
2025 Q2	–	Hold	0	–	–	–	1720
2025 Q1	–	Hold	0	–	–	–	1702
2024 Q4	–	Hold	0	–	–	–	2039
2023 Q1	–	Sell	-1,700	Closed	-$251K	–	1065
2022 Q4	$251K	Hold	1,700	–	–	﹤0.01%	827
2022 Q3	$229K	Hold	1,700	–	–	﹤0.01%	786
2022 Q2	$236K	Buy	+1,700	New	+$281K	﹤0.01%	755

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

MAI Capital Management's AXP Position: Q2 2026 in Review

MAI Capital Management increased its American Express (AXP) stake by 26% in Q2 2026, buying an estimated $8.52M and bringing the position to 127,096 shares worth $43M. The position accounts for 0.16% of the portfolio, ranked #125.

MAI Capital Management first reported a position in AXP in Q4 2013 and has held it in 41 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

MAI Capital Management held 127,096 shares of American Express worth $43M as of Q2 2026.
MAI Capital Management bought 26,620 American Express shares in Q2 2026, an estimated $8.52M.
American Express made up 0.16% of MAI Capital Management's portfolio in Q2 2026, its #125 holding.
MAI Capital Management first reported a position in American Express in Q4 2013 and has held it in 41 quarters since.
3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.