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Mather Group’s American Express AXP Stock Holding History

Mather 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
Q1 		$2.43M Sell
8,018
-222
-3% -$74.4K 0.02% 205
2025
Q4 		$3.05M Buy
8,240
+1,344
+19% +$481K 0.03% 161
2025
Q3 		$2.29M Buy
6,896
+508
+8% +$162K 0.02% 188
2025
Q2 		$2.04M Buy
6,388
+316
+5% +$88.9K 0.02% 190
2025
Q1 		$1.63M Buy
6,072
+473
+8% +$140K 0.02% 194
2024
Q4 		$1.66M Sell
5,599
-331
-6% -$95.1K 0.02% 182
2024
Q3 		$1.61M Sell
5,930
-2,963
-33% -$738K 0.02% 189
2024
Q2 		$2.02M Buy
8,893
+3,443
+63% +$797K 0.02% 179
2024
Q1 		$1.02M Sell
5,450
-460
-8% -$95.4K 0.02% 217
2023
Q4 		$1.11M Sell
5,910
-158
-3% -$25.4K 0.02% 217
2023
Q3 		$905K Sell
6,068
-376
-6% -$61.5K 0.02% 230
2023
Q2 		$1.12M Buy
6,444
+996
+18% +$161K 0.02% 210
2023
Q1 		$899K Sell
5,448
-5,961
-52% -$989K 0.02% 226
2022
Q4 		$1.69M Sell
11,409
-567
-5% -$84K 0.03% 149
2022
Q3 		$1.62M Buy
11,976
+1,017
+9% +$154K 0.03% 149
2022
Q2 		$1.52M Buy
10,959
+248
+2% +$41K 0.03% 146
2022
Q1 		$2M Buy
10,711
+5,490
+105% +$991K 0.04% 111
2021
Q4 		$854K Buy
5,221
+2,690
+106% +$459K 0.02% 165
2021
Q3 		$424K Sell
2,531
-38
-1% -$6.35K 0.01% 185
2021
Q2 		$424K Buy
2,569
+3
+0.1% +$470 0.01% 176
2021
Q1 		$363K Sell
2,566
-64
-2% -$8.46K 0.01% 185
2020
Q4 		$318K Buy
2,630
+1
+0% +$111 0.01% 180
2020
Q3 		$264K Sell
2,629
-996
-27% -$98K 0.01% 194
2020
Q2 		$345K Buy
+3,625
New +$334K 0.02% 160

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mather Group's AXP Position: Q1 2026 in Review

Mather Group reduced its American Express (AXP) stake by 2.7% in Q1 2026, selling an estimated $74.4K and leaving 8,018 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #205.

Mather Group first reported a position in AXP in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.05M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mather Group held 8,018 shares of American Express worth $2.43M as of Q1 2026.
  • Mather Group sold 222 American Express shares in Q1 2026, an estimated $74.4K.
  • American Express made up 0.02% of Mather Group's portfolio in Q1 2026, its #205 holding.
  • Mather Group first reported a position in American Express in Q2 2020 and has held it in 24 quarters since.
  • Mather Group's American Express position peaked at $3.05M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.