Mather Group
AXP icon

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
Q3 		$2.46M Sell
8,090
-77
-0.9% -$25.7K 0.02% 245
2026
Q2 		$2.76M Buy
8,167
+149
+2% +$47.7K 0.02% 224
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's AXP Position: Q3 2026 in Review

Mather Group reduced its American Express (AXP) stake by 0.94% in Q3 2026, selling an estimated $25.7K and leaving 8,090 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #245.

Mather Group first reported a position in AXP in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.05M in Q4 2025. 773 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Mather Group held 8,090 shares of American Express worth $2.46M as of Q3 2026.
  • Mather Group sold 77 American Express shares in Q3 2026, an estimated $25.7K.
  • American Express made up 0.02% of Mather Group's portfolio in Q3 2026, its #245 holding.
  • Mather Group first reported a position in American Express in Q2 2020 and has held it in 26 quarters since.
  • Mather Group's American Express position peaked at $3.05M in Q4 2025.
  • 773 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.