MHR
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Matthew Hamilton Rosenberg’s American Express AXP Stock Holding History

Matthew Hamilton Rosenberg’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 		$526K Buy
1,729
+32
+2% +$10.7K 0.09% 106
2026
Q2 		$574K Buy
1,697
+402
+31% +$129K 0.11% 95
2026
Q1 		$392K Buy
1,295
+16
+1% +$5.37K 0.08% 119
2025
Q4 		$473K Hold
1,279
– – 0.1% 92
2025
Q3 		$425K Buy
1,279
+10
+0.8% +$3.18K 0.09% 102
2025
Q2 		$405K Buy
1,269
+55
+5% +$15.5K 0.09% 101
2025
Q1 		$327K Sell
1,214
-15
-1% -$4.43K 0.08% 114
2024
Q4 		$365K Buy
1,229
+113
+10% +$32.5K 0.09% 100
2024
Q3 		$303K Hold
1,116
– – 0.08% 129
2024
Q2 		$261K Hold
1,116
– – 0.08% 141
2024
Q1 		$254K Sell
1,116
-24
-2% -$4.98K 0.07% 148
2023
Q4 		$214K Buy
1,140
+73
+7% +$11.8K 0.07% 167
2023
Q3 		$159K Buy
1,067
+60
+6% +$9.81K 0.05% 209
2023
Q2 		$175K Sell
1,007
-277
-22% -$44.7K 0.06% 196
2023
Q1 		$212K Hold
1,284
– – 0.07% 174
2022
Q4 		$190K Buy
1,284
+52
+4% +$7.71K 0.06% 183
2022
Q3 		$166K Buy
1,232
+22
+2% +$3.33K 0.06% 188
2022
Q2 		$170K Sell
1,210
-300
-20% -$49.6K 0.06% 192
2022
Q1 		$282K Buy
1,510
+78
+5% +$14.1K 0.1% 127
2021
Q4 		$234K Hold
1,432
– – 0.08% 160
2021
Q3 		$240K Buy
1,432
+402
+39% +$67.2K 0.09% 139
2021
Q2 		$170K Hold
1,030
– – 0.09% 162
2021
Q1 		$146K Hold
1,030
– – 0.08% 177
2020
Q4 		$125K Hold
1,030
– – 0.08% 188
2020
Q3 		$103K Hold
1,030
– – 0.08% 200
2020
Q2 		$98K Buy
+1,030
New +$94.8K 0.08% 194

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's AXP Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its American Express (AXP) stake by 1.9% in Q3 2026, buying an estimated $10.7K and bringing the position to 1,729 shares worth $526K. The position accounts for 0.09% of the portfolio, ranked #106.

Matthew Hamilton Rosenberg first reported a position in AXP in Q2 2020 and has held it in 26 quarters since. The position peaked at $574K in Q2 2026. 147 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,729 shares of American Express worth $526K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 32 American Express shares in Q3 2026, an estimated $10.7K.
  • American Express made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #106 holding.
  • Matthew Hamilton Rosenberg first reported a position in American Express in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's American Express position peaked at $574K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.