MeadowBrook Investment Advisors’s American Express AXP Stock Holding History

MeadowBrook Investment 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	$1.74M	Sell	5,146 -49	-0.9%	-$15.7K	1.38%	15
2026 Q1	$1.57M	Buy	5,195 +176	+4%	+$59K	1.39%	13
2025 Q4	$1.86M	Sell	5,019 -50	-1%	-$17.9K	1.58%	11
2025 Q3	$1.68M	Sell	5,069 -55	-1%	-$17.5K	1.45%	11
2025 Q2	$1.63M	Sell	5,124 -50	-1%	-$14.1K	1.46%	13
2025 Q1	$1.39M	Sell	5,174 -50	-1%	-$14.8K	1.3%	16
2024 Q4	$1.55M	Sell	5,224 -100	-2%	-$28.7K	1.37%	16
2024 Q3	$1.44M	Sell	5,324 -104	-2%	-$25.9K	1.3%	18
2024 Q2	$1.26M	Sell	5,428 -90	-2%	-$20.8K	1.19%	21
2024 Q1	$1.26M	Sell	5,518 -345	-6%	-$71.5K	1.17%	23
2023 Q4	$1.1M	Buy	+5,863	New	+$944K	1.05%	27

Other funds holding AXP

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

MeadowBrook Investment Advisors's AXP Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its American Express (AXP) stake by 0.94% in Q2 2026, selling an estimated $15.7K and leaving 5,146 shares worth $1.74M. The position accounts for 1.38% of the portfolio, ranked #15.

MeadowBrook Investment Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

MeadowBrook Investment Advisors held 5,146 shares of American Express worth $1.74M as of Q2 2026.
MeadowBrook Investment Advisors sold 49 American Express shares in Q2 2026, an estimated $15.7K.
American Express made up 1.38% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #15 holding.
MeadowBrook Investment Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's American Express position peaked at $1.86M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.