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MassMutual Private Wealth & Trust’s American Express AXP Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.42M Sell
7,149
-186
-3% -$59.6K 0.06% 185
2026
Q1 		$2.22M Sell
7,335
-1,604
-18% -$538K 0.06% 189
2025
Q4 		$3.31M Sell
8,939
-329
-4% -$118K 0.09% 159
2025
Q3 		$3.08M Sell
9,268
-471
-5% -$150K 0.08% 170
2025
Q2 		$3.11M Buy
9,739
+406
+4% +$114K 0.08% 172
2025
Q1 		$2.51M Buy
9,333
+477
+5% +$141K 0.07% 180
2024
Q4 		$2.63M Sell
8,856
-368
-4% -$106K 0.07% 178
2024
Q3 		$2.5M Buy
9,224
+549
+6% +$137K 0.07% 183
2024
Q2 		$2.01M Buy
8,675
+334
+4% +$77.4K 0.06% 192
2024
Q1 		$1.9M Buy
8,341
+455
+6% +$94.3K 0.06% 192
2023
Q4 		$1.48M Sell
7,886
-87
-1% -$14K 0.05% 209
2023
Q3 		$1.19M Sell
7,973
-304
-4% -$49.7K 0.04% 215
2023
Q2 		$1.44M Buy
8,277
+70
+0.9% +$11.3K 0.05% 204
2023
Q1 		$1.35M Buy
8,207
+208
+3% +$34.5K 0.05% 207
2022
Q4 		$1.18M Sell
7,999
-24
-0.3% -$3.56K 0.05% 213
2022
Q3 		$1.08M Sell
8,023
-715
-8% -$108K 0.05% 217
2022
Q2 		$1.21M Sell
8,738
-686
-7% -$113K 0.05% 211
2022
Q1 		$1.76M Sell
9,424
-567
-6% -$102K 0.07% 198
2021
Q4 		$1.64M Sell
9,991
-201
-2% -$34.3K 0.06% 204
2021
Q3 		$1.71M Buy
10,192
+402
+4% +$67.2K 0.07% 185
2021
Q2 		$1.62M Buy
9,790
+66
+0.7% +$10.3K 0.07% 189
2021
Q1 		$1.38M Sell
9,724
-504
-5% -$66.6K 0.06% 198
2020
Q4 		$1.24M Sell
10,228
-672
-6% -$74.4K 0.06% 196
2020
Q3 		$1.09M Sell
10,900
-514
-5% -$50.6K 0.06% 195
2020
Q2 		$1.09M Sell
11,414
-430
-4% -$39.6K 0.07% 189
2020
Q1 		$1.01M Sell
11,844
-490
-4% -$57K 0.08% 177
2019
Q4 		$1.53M Sell
12,334
-20
-0.2% -$2.39K 0.09% 179
2019
Q3 		$1.46M Buy
12,354
+480
+4% +$58.9K 0.1% 177
2019
Q2 		$1.47M Sell
11,874
-204
-2% -$24K 0.1% 170
2019
Q1 		$1.32M Sell
12,078
-731
-6% -$76.8K 0.1% 172
2018
Q4 		$1.22M Sell
12,809
-211
-2% -$22.1K 0.1% 165
2018
Q3 		$1.39M Sell
13,020
-573
-4% -$59.6K 0.1% 166
2018
Q2 		$1.33M Sell
13,593
-17,505
-56% -$1.72M 0.11% 165
2018
Q1 		$2.9M Sell
31,098
-13,581
-30% -$1.32M 0.24% 103
2017
Q4 		$4.44M Sell
44,679
-6,856
-13% -$653K 0.37% 69
2017
Q3 		$4.66M Sell
51,535
-1,062
-2% -$91.3K 0.39% 72
2017
Q2 		$4.43M Sell
52,597
-1,071
-2% -$84.7K 0.39% 71
2017
Q1 		$4.25M Buy
53,668
+18,685
+53% +$1.46M 0.4% 73
2016
Q4 		$2.59M Buy
+34,983
New +$2.42M 0.32% 94
2016
Q2 		$2.19M Buy
36,093
+1,122
+3% +$71.1K 0.28% 103
2016
Q1 		$2.15M Sell
34,971
-113
-0.3% -$6.57K 0.29% 92
2015
Q4 		$2.44M Buy
35,084
+11,188
+47% +$814K 0.35% 77
2015
Q3 		$2.09M Buy
23,896
+2,898
+14% +$223K 0.44% 64
2015
Q2 		$1.99M Sell
20,998
-5,833
-22% -$463K 0.45% 53
2015
Q1 		$2.1M Buy
26,831
+4,211
+19% +$350K 0.35% 72
2014
Q4 		$2.1M Sell
22,620
-1,276
-5% -$114K 0.68% 37
2014
Q3 		$2.09M Buy
23,896
+5,449
+30% +$491K 0.42% 66
2014
Q2 		$1.75M Buy
18,447
+3,754
+26% +$338K 0.69% 36
2014
Q1 		$1.32M Buy
14,693
+4,846
+49% +$433K 0.77% 37
2013
Q4 		$893K Buy
+9,847
New +$809K 0.82% 29

Other funds holding AXP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's AXP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its American Express (AXP) stake by 2.5% in Q2 2026, selling an estimated $59.6K and leaving 7,149 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #185.

MassMutual Private Wealth & Trust first reported a position in AXP in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.66M in Q3 2017. 1,448 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 7,149 shares of American Express worth $2.42M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 186 American Express shares in Q2 2026, an estimated $59.6K.
  • American Express made up 0.06% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #185 holding.
  • MassMutual Private Wealth & Trust first reported a position in American Express in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's American Express position peaked at $4.66M in Q3 2017.
  • 1,448 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.