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MBA Advisors’s American Express AXP Stock Holding History

MBA 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 		$243K Buy
+717
New +$230K 0.08% 140
2026
Q1 		– Sell
-596
Closed -$220K – 147
2025
Q4 		$220K Buy
+596
New +$213K 0.09% 131
2023
Q1 		– Sell
-1,587
Closed -$234K – 123
2022
Q4 		$234K Buy
+1,587
New +$235K 0.15% 112
2022
Q2 		– Sell
-1,287
Closed -$241K – 129
2022
Q1 		$241K Sell
1,287
-50
-4% -$9.03K 0.15% 129
2021
Q4 		$219K Sell
1,337
-20
-1% -$3.41K 0.14% 138
2021
Q3 		$227K Sell
1,357
-30
-2% -$5.02K 0.17% 124
2021
Q2 		$229K Buy
+1,387
New +$217K 0.11% 126

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

MBA Advisors's AXP Position: Q2 2026 in Review

MBA Advisors opened a new position in American Express (AXP) in Q2 2026: 717 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings. This is a return to the name: MBA Advisors previously reported a position in AXP as recently as Q4 2025.

MBA Advisors first reported a position in AXP in Q2 2021 and has held it in 7 quarters since. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • MBA Advisors held 717 shares of American Express worth $243K as of Q2 2026.
  • American Express was a new MBA Advisors position in Q2 2026.
  • American Express made up 0.08% of MBA Advisors's portfolio in Q2 2026, its #140 holding.
  • MBA Advisors first reported a position in American Express in Q2 2021 and has held it in 7 quarters since.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.