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McGlone Suttner Wealth Management’s American Express AXP Stock Holding History

McGlone Suttner Wealth Management’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 		$904K Buy
2,673
+3
+0.1% +$961 0.11% 91
2026
Q1 		$808K Buy
2,670
+1
+0% +$335 0.11% 92
2025
Q4 		$987K Sell
2,669
-241
-8% -$86.2K 0.13% 76
2025
Q3 		$967K Buy
2,910
+29
+1% +$9.22K 0.14% 76
2025
Q2 		$919K Sell
2,881
-467
-14% -$131K 0.14% 75
2025
Q1 		$901K Buy
3,348
+128
+4% +$37.8K 0.15% 75
2024
Q4 		$956K Buy
3,220
+50
+2% +$14.4K 0.16% 65
2024
Q3 		$860K Buy
3,170
+786
+33% +$196K 0.18% 68
2024
Q2 		$447K Sell
2,384
-739
-24% -$171K 0.09% 90
2024
Q1 		$711K Buy
3,123
+739
+31% +$153K 0.13% 73
2023
Q4 		$447K Buy
2,384
+159
+7% +$25.6K 0.09% 90
2023
Q3 		$332K Buy
2,225
+74
+3% +$12.1K 0.08% 98
2023
Q2 		$375K Buy
2,151
+112
+5% +$18.1K 0.09% 92
2023
Q1 		$336K Buy
2,039
+471
+30% +$78.1K 0.09% 98
2022
Q4 		$232K Buy
+1,568
New +$232K 0.07% 117

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

McGlone Suttner Wealth Management's AXP Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its American Express (AXP) stake by 0.11% in Q2 2026, buying an estimated $961 and bringing the position to 2,673 shares worth $904K. The position accounts for 0.11% of the portfolio, ranked #91.

McGlone Suttner Wealth Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $987K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • McGlone Suttner Wealth Management held 2,673 shares of American Express worth $904K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 3 American Express shares in Q2 2026, an estimated $961.
  • American Express made up 0.11% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #91 holding.
  • McGlone Suttner Wealth Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's American Express position peaked at $987K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.