Mechanics Financial Corp’s American Express AXP Stock Holding History

Mechanics Financial Corp’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	$614K	Sell	1,816 -60	-3%	-$19.2K	0.22%	81
2026 Q1	$567K	Hold	1,876	–	–	0.24%	76
2025 Q4	$694K	Hold	1,876	–	–	0.26%	69
2025 Q3	$623K	Hold	1,876	–	–	0.24%	73
2025 Q2	$598K	Hold	1,876	–	–	0.25%	75
2025 Q1	$505K	Buy	1,876 +116	+7%	+$34.3K	0.23%	78
2024 Q4	$522K	Hold	1,760	–	–	0.23%	78
2024 Q3	$477K	Sell	1,760 -190	-10%	-$47.3K	0.21%	79
2024 Q2	$452K	Hold	1,950	–	–	0.23%	83
2024 Q1	$444K	Hold	1,950	–	–	0.23%	82
2023 Q4	$365K	Hold	1,950	–	–	0.21%	83
2023 Q3	$291K	Hold	1,950	–	–	0.16%	84
2023 Q2	$340K	Sell	1,950 -100	-5%	-$16.1K	0.18%	80
2023 Q1	$338K	Hold	2,050	–	–	0.2%	87
2022 Q4	$303K	Hold	2,050	–	–	0.18%	94
2022 Q3	$277K	Sell	2,050 -300	-13%	-$45.4K	0.18%	92
2022 Q2	$326K	Hold	2,350	–	–	0.2%	86
2022 Q1	$439K	Sell	2,350 -35	-1%	-$6.32K	0.23%	76
2021 Q4	$390K	Buy	+2,385	New	+$407K	0.18%	85

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Mechanics Financial Corp's AXP Position: Q2 2026 in Review

Mechanics Financial Corp reduced its American Express (AXP) stake by 3.2% in Q2 2026, selling an estimated $19.2K and leaving 1,816 shares worth $614K. The position accounts for 0.22% of the portfolio, ranked #81.

Mechanics Financial Corp first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $694K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Mechanics Financial Corp held 1,816 shares of American Express worth $614K as of Q2 2026.
Mechanics Financial Corp sold 60 American Express shares in Q2 2026, an estimated $19.2K.
American Express made up 0.22% of Mechanics Financial Corp's portfolio in Q2 2026, its #81 holding.
Mechanics Financial Corp first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's American Express position peaked at $694K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.