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Mathes Company’s American Express AXP Stock Holding History

Mathes Company’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 		$5.19M Buy
15,336
+51
+0.3% +$16.3K 1.61% 20
2026
Q1 		$4.62M Buy
15,285
+562
+4% +$188K 1.69% 20
2025
Q4 		$5.45M Buy
14,723
+285
+2% +$102K 1.94% 17
2025
Q3 		$4.8M Sell
14,438
-70
-0.5% -$22.3K 1.72% 18
2025
Q2 		$4.63M Sell
14,508
-530
-4% -$149K 1.72% 20
2025
Q1 		$4.05M Sell
15,038
-1,732
-10% -$512K 1.65% 21
2024
Q4 		$4.98M Sell
16,770
-710
-4% -$204K 1.82% 19
2024
Q3 		$4.74M Sell
17,480
-190
-1% -$47.3K 1.67% 20
2024
Q2 		$4.09M Buy
17,670
+470
+3% +$109K 1.49% 20
2024
Q1 		$3.92M Sell
17,200
-115
-0.7% -$23.8K 1.47% 23
2023
Q4 		$3.24M Buy
17,315
+25
+0.1% +$4.02K 1.34% 24
2023
Q3 		$2.58M Sell
17,290
-250
-1% -$40.9K 1.2% 33
2023
Q2 		$3.06M Buy
+17,540
New +$2.83M 1.34% 26
2022
Q4 		$2.6M Buy
+17,570
New +$2.6M 1.31% 33

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mathes Company's AXP Position: Q2 2026 in Review

Mathes Company increased its American Express (AXP) stake by 0.33% in Q2 2026, buying an estimated $16.3K and bringing the position to 15,336 shares worth $5.19M. The position accounts for 1.61% of the portfolio, ranked #20.

Mathes Company first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.45M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mathes Company held 15,336 shares of American Express worth $5.19M as of Q2 2026.
  • Mathes Company bought 51 American Express shares in Q2 2026, an estimated $16.3K.
  • American Express made up 1.61% of Mathes Company's portfolio in Q2 2026, its #20 holding.
  • Mathes Company first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • Mathes Company's American Express position peaked at $5.45M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mathes Company's 13F filing for Q2 2026, filed 11 Aug 2026.