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Matthew Goff Investment Advisor’s American Express AXP Stock Holding History

Matthew Goff Investment Advisor’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 		$16.7M Sell
49,357
-1,312
-3% -$420K 2.82% 11
2026
Q1 		$15.3M Sell
50,669
-1,256
-2% -$421K 2.56% 9
2025
Q4 		$19.2M Sell
51,925
-1,878
-3% -$672K 3.4% 7
2025
Q3 		$17.9M Sell
53,803
-105
-0.2% -$33.4K 3.05% 9
2025
Q2 		$17.2M Sell
53,908
-1,035
-2% -$291K 3.18% 9
2025
Q1 		$14.8M Sell
54,943
-3,404
-6% -$1.01M 2.73% 11
2024
Q4 		$17.3M Sell
58,347
-377
-0.6% -$108K 3.22% 9
2024
Q3 		$15.9M Sell
58,724
-532
-0.9% -$132K 3.03% 10
2024
Q2 		$13.7M Sell
59,256
-341
-0.6% -$79K 2.8% 12
2024
Q1 		$13.6M Buy
59,597
+496
+0.8% +$103K 2.75% 13
2023
Q4 		$11.1M Sell
59,101
-199
-0.3% -$32K 2.46% 14
2023
Q3 		$8.84M Buy
59,300
+59
+0.1% +$9.65K 2.13% 17
2023
Q2 		$10.3M Buy
59,241
+2,660
+5% +$429K 2.42% 15
2023
Q1 		$9.33M Buy
56,581
+68
+0.1% +$11.3K 2.32% 16
2022
Q4 		$8.35M Sell
56,513
-129
-0.2% -$19.1K 2.18% 16
2022
Q3 		$7.64M Buy
56,642
+175
+0.3% +$26.5K 2.18% 15
2022
Q2 		$7.83M Buy
56,467
+425
+0.8% +$70.2K 2.11% 16
2022
Q1 		$10.5M Sell
56,042
-55
-0.1% -$9.93K 2.46% 13
2021
Q4 		$9.18M Buy
56,097
+181
+0.3% +$30.9K 2.1% 17
2021
Q3 		$9.37M Buy
55,916
+268
+0.5% +$44.8K 2.3% 15
2021
Q2 		$9.2M Buy
55,648
+1,157
+2% +$181K 2.33% 16
2021
Q1 		$7.71M Sell
54,491
-919
-2% -$121K 2.17% 16
2020
Q4 		$6.7M Buy
55,410
+2,098
+4% +$232K 1.99% 21
2020
Q3 		$5.34M Buy
53,312
+568
+1% +$55.9K 1.71% 24
2020
Q2 		$5.02M Buy
52,744
+177
+0.3% +$16.3K 1.65% 25
2020
Q1 		$4.5M Buy
52,567
+1,868
+4% +$217K 1.89% 22
2019
Q4 		$6.31M Sell
50,699
-1,743
-3% -$208K 2.34% 18
2019
Q3 		$6.2M Sell
52,442
-1,462
-3% -$179K 2.56% 14
2019
Q2 		$6.65M Buy
53,904
+1,486
+3% +$175K 2.85% 13
2019
Q1 		$5.73M Buy
52,418
+293
+0.6% +$30.8K 2.64% 15
2018
Q4 		$4.97M Buy
52,125
+1,853
+4% +$194K 2.52% 15
2018
Q3 		$5.35M Buy
50,272
+987
+2% +$103K 2.15% 21
2018
Q2 		$4.83M Buy
49,285
+8,632
+21% +$848K 1.89% 23
2018
Q1 		$3.79M Buy
40,653
+2,094
+5% +$203K 1.59% 26
2017
Q4 		$3.83M Buy
38,559
+1,188
+3% +$113K 1.65% 26
2017
Q3 		$3.38M Buy
37,371
+2,876
+8% +$247K 1.45% 28
2017
Q2 		$2.91M Buy
34,495
+2,347
+7% +$186K 2.61% 16
2017
Q1 		$2.54M Buy
+32,148
New +$2.51M 2.43% 17

Other funds holding AXP

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
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Matthew Goff Investment Advisor's AXP Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its American Express (AXP) stake by 2.6% in Q2 2026, selling an estimated $420K and leaving 49,357 shares worth $16.7M. The position accounts for 2.82% of the portfolio, ranked #11.

Matthew Goff Investment Advisor first reported a position in AXP in Q1 2017 and has held it in 38 quarters since. The position peaked at $19.2M in Q4 2025. 591 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Matthew Goff Investment Advisor held 49,357 shares of American Express worth $16.7M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 1,312 American Express shares in Q2 2026, an estimated $420K.
  • American Express made up 2.82% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #11 holding.
  • Matthew Goff Investment Advisor first reported a position in American Express in Q1 2017 and has held it in 38 quarters since.
  • Matthew Goff Investment Advisor's American Express position peaked at $19.2M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.