McLaughlin Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.3M Sell
3,832
-78
-2% -$25K 0.89% 31
2026
Q1
$1.18M Sell
3,910
-137
-3% -$45.9K 1.13% 26
2025
Q4
$1.5M Buy
+4,047
New +$1.45M 1.34% 22

Other funds holding AXP

McLaughlin Asset Management's AXP Position: Q2 2026 in Review

McLaughlin Asset Management reduced its American Express (AXP) stake by 2% in Q2 2026, selling an estimated $25K and leaving 3,832 shares worth $1.3M. The position accounts for 0.89% of the portfolio, ranked #31.

McLaughlin Asset Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • McLaughlin Asset Management held 3,832 shares of American Express worth $1.3M as of Q2 2026.
  • McLaughlin Asset Management sold 78 American Express shares in Q2 2026, an estimated $25K.
  • American Express made up 0.89% of McLaughlin Asset Management's portfolio in Q2 2026, its #31 holding.
  • McLaughlin Asset Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • McLaughlin Asset Management's American Express position peaked at $1.5M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on McLaughlin Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.