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MBL Wealth’s American Express AXP Stock Holding History

MBL Wealth’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 		$703K Sell
2,079
-166
-7% -$53.1K 0.05% 172
2026
Q1 		$679K Buy
2,245
+41
+2% +$13.7K 0.05% 161
2025
Q4 		$815K Buy
2,204
+670
+44% +$240K 0.07% 141
2025
Q3 		$510K Sell
1,534
-75
-5% -$23.9K 0.04% 150
2025
Q2 		$513K Sell
1,609
-25
-2% -$7.04K 0.05% 139
2025
Q1 		$440K Buy
1,634
+34
+2% +$10.1K 0.04% 144
2024
Q4 		$475K Sell
1,600
-97
-6% -$27.9K 0.05% 141
2024
Q3 		$460K Buy
1,697
+660
+64% +$164K 0.05% 140
2024
Q2 		$240K Buy
1,037
+17
+2% +$3.94K 0.03% 180
2024
Q1 		$232K Buy
+1,020
New +$212K 0.03% 177
2022
Q3 		– Sell
-2,293
Closed -$318K – 160
2022
Q2 		$318K Buy
2,293
+1,219
+114% +$201K 0.08% 110
2022
Q1 		$201K Buy
+1,074
New +$194K 0.05% 165

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

MBL Wealth's AXP Position: Q2 2026 in Review

MBL Wealth reduced its American Express (AXP) stake by 7.4% in Q2 2026, selling an estimated $53.1K and leaving 2,079 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #172.

MBL Wealth first reported a position in AXP in Q1 2022 and has held it in 12 quarters since. The position peaked at $815K in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • MBL Wealth held 2,079 shares of American Express worth $703K as of Q2 2026.
  • MBL Wealth sold 166 American Express shares in Q2 2026, an estimated $53.1K.
  • American Express made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #172 holding.
  • MBL Wealth first reported a position in American Express in Q1 2022 and has held it in 12 quarters since.
  • MBL Wealth's American Express position peaked at $815K in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.