Mayfair Advisory Group’s American Express AXP Stock Holding History

Mayfair Advisory 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 Q2	$458K	Sell	1,405 -4	-0.3%	-$1.28K	0.14%	112
2026 Q1	$426K	Buy	1,409 +168	+14%	+$56.3K	0.15%	110
2025 Q4	$463K	Hold	1,241	–	–	0.18%	97
2025 Q3	$412K	Hold	1,241	–	–	0.18%	106
2025 Q2	$369K	Sell	1,241 -32	-3%	-$9.01K	0.17%	110
2025 Q1	$343K	Hold	1,273	–	–	0.2%	102
2024 Q4	$378K	Hold	1,273	–	–	0.22%	89
2024 Q3	$351K	Sell	1,273 -50	-4%	-$12.4K	0.22%	87
2024 Q2	$316K	Sell	1,323 -216	-14%	-$50K	0.21%	90
2024 Q1	$350K	Buy	1,539 +32	+2%	+$6.63K	0.25%	81
2023 Q4	$284K	Hold	1,507	–	–	0.24%	86
2023 Q3	$227K	Hold	1,507	–	–	0.22%	105
2023 Q2	$256K	Buy	1,507 +24	+2%	+$3.87K	0.26%	91
2023 Q1	$242K	Hold	1,483	–	–	0.26%	96
2022 Q4	$223K	Hold	1,483	–	–	0.28%	97
2022 Q3	$208K	Hold	1,483	–	–	0.29%	99
2022 Q2	$228K	Buy	1,483 +216	+17%	+$35.7K	0.3%	101
2022 Q1	$237K	Sell	1,267 -100	-7%	-$18.1K	0.3%	91
2021 Q4	$235K	Hold	1,367	–	–	0.31%	83
2021 Q3	$236K	Hold	1,367	–	–	0.36%	79
2021 Q2	$226K	Buy	+1,367	New	+$214K	0.36%	80

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mayfair Advisory Group's AXP Position: Q2 2026 in Review

Mayfair Advisory Group reduced its American Express (AXP) stake by 0.28% in Q2 2026, selling an estimated $1.28K and leaving 1,405 shares worth $458K. The position accounts for 0.14% of the portfolio, ranked #112.

Mayfair Advisory Group first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $463K in Q4 2025. 2,216 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Mayfair Advisory Group held 1,405 shares of American Express worth $458K as of Q2 2026.
Mayfair Advisory Group sold 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.14% of Mayfair Advisory Group's portfolio in Q2 2026, its #112 holding.
Mayfair Advisory Group first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
Mayfair Advisory Group's American Express position peaked at $463K in Q4 2025.
2,216 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.