MFA
AXP icon

Mayflower Financial Advisors’s American Express AXP Stock Holding History

Mayflower Financial Advisors’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 		$983K Sell
2,907
-176
-6% -$56.4K 0.08% 204
2026
Q1 		$933K Sell
3,083
-43
-1% -$14.4K 0.11% 181
2025
Q4 		$1.16M Sell
3,126
-534
-15% -$191K 0.14% 142
2025
Q3 		$1.22M Buy
3,660
+192
+6% +$61.1K 0.15% 136
2025
Q2 		$1.11M Buy
3,468
+195
+6% +$54.9K 0.15% 142
2025
Q1 		$881K Sell
3,273
-124
-4% -$36.7K 0.13% 159
2024
Q4 		$1.01M Sell
3,397
-333
-9% -$95.7K 0.15% 136
2024
Q3 		$1.01M Sell
3,730
-219
-6% -$54.5K 0.15% 138
2024
Q2 		$914K Buy
3,949
+132
+3% +$30.6K 0.15% 139
2024
Q1 		$869K Buy
3,817
+473
+14% +$98.1K 0.15% 146
2023
Q4 		$626K Buy
3,344
+592
+22% +$95.3K 0.09% 181
2023
Q3 		$411K Buy
2,752
+217
+9% +$35.5K 0.06% 214
2023
Q2 		$442K Buy
2,535
+12
+0.5% +$1.94K 0.06% 221
2023
Q1 		$416K Buy
2,523
+50
+2% +$8.29K 0.05% 229
2022
Q4 		$365K Buy
2,473
+28
+1% +$4.15K 0.05% 240
2022
Q3 		$330K Buy
2,445
+65
+3% +$9.84K 0.05% 241
2022
Q2 		$330K Buy
2,380
+8
+0.3% +$1.32K 0.05% 238
2022
Q1 		$444K Sell
2,372
-275
-10% -$49.7K 0.06% 217
2021
Q4 		$433K Buy
2,647
+170
+7% +$29K 0.06% 211
2021
Q3 		$439K Sell
2,477
-15
-0.6% -$2.51K 0.06% 208
2021
Q2 		$412K Buy
2,492
+42
+2% +$6.58K 0.06% 200
2021
Q1 		$347K Sell
2,450
-300
-11% -$39.6K 0.05% 212
2020
Q4 		$333K Buy
+2,750
New +$305K 0.06% 191

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Mayflower Financial Advisors's AXP Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its American Express (AXP) stake by 5.7% in Q2 2026, selling an estimated $56.4K and leaving 2,907 shares worth $983K. The position accounts for 0.08% of the portfolio, ranked #204.

Mayflower Financial Advisors first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q3 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mayflower Financial Advisors held 2,907 shares of American Express worth $983K as of Q2 2026.
  • Mayflower Financial Advisors sold 176 American Express shares in Q2 2026, an estimated $56.4K.
  • American Express made up 0.08% of Mayflower Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Mayflower Financial Advisors first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's American Express position peaked at $1.22M in Q3 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.