Measured Wealth Private Client Group’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
$28.1K Hold
83
0.01% 420
2026
Q1
$25.1K Hold
83
0.01% 425
2025
Q4
$30.7K Hold
83
0.01% 381
2025
Q3
$27.6K Buy
+83
New +$26.4K 0.01% 406
2018
Q4
Sell
-1,402
Closed -$148K 150
2018
Q3
$148K Buy
+1,402
New +$146K 0.09% 184

Other funds holding AXP

Measured Wealth Private Client Group's AXP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its American Express (AXP) position steady in Q2 2026 at 83 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #420.

Measured Wealth Private Client Group first reported a position in AXP in Q3 2018 and has held it in 5 quarters since. The position peaked at $148K in Q3 2018. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Measured Wealth Private Client Group held 83 shares of American Express worth $28.1K as of Q2 2026.
  • Measured Wealth Private Client Group left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #420 holding.
  • Measured Wealth Private Client Group first reported a position in American Express in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's American Express position peaked at $148K in Q3 2018.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.