Marshall Financial Group (Maryland)’s American Express AXP Stock Holding History

Marshall Financial Group (Maryland)’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	$1.06M	Sell	3,145 -261	-8%	-$83.6K	0.16%	122
2026 Q1	$1.03M	Buy	3,406 +221	+7%	+$74.1K	0.16%	112
2025 Q4	$1.18M	Buy	3,185 +2,257	+243%	+$808K	0.23%	94
2025 Q3	$308K	Buy	928 +36	+4%	+$11.5K	0.06%	212
2025 Q2	$288K	Sell	892 -39	-4%	-$11K	0.06%	213
2025 Q1	$250K	Buy	931 +20	+2%	+$5.91K	0.05%	205
2024 Q4	$270K	Sell	911 -24	-3%	-$6.89K	0.07%	191
2024 Q3	$254K	Buy	+935	New	+$233K	0.06%	193

Other funds holding AXP

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Marshall Financial Group (Maryland)'s AXP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its American Express (AXP) stake by 7.7% in Q2 2026, selling an estimated $83.6K and leaving 3,145 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #122.

Marshall Financial Group (Maryland) first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Marshall Financial Group (Maryland) held 3,145 shares of American Express worth $1.06M as of Q2 2026.
Marshall Financial Group (Maryland) sold 261 American Express shares in Q2 2026, an estimated $83.6K.
American Express made up 0.16% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #122 holding.
Marshall Financial Group (Maryland) first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s American Express position peaked at $1.18M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.