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Menard Financial Group’s American Express AXP Stock Holding History

Menard Financial Group’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 		$1.24M Buy
+3,672
New +$1.18M 0.68% 35
2022
Q4 		– Sell
-1,594
Closed -$215K – 72
2022
Q3 		$215K Buy
+1,594
New +$241K 0.39% 77
2022
Q2 		– Sell
-1,788
Closed -$334K – 90
2022
Q1 		$334K Buy
+1,788
New +$323K 0.33% 97
2020
Q4 		– Sell
-2,634
Closed -$264K – 139
2020
Q3 		$264K Buy
2,634
+444
+20% +$43.7K 0.31% 100
2020
Q2 		$208K Buy
+2,190
New +$202K 0.26% 106
2020
Q1 		– Sell
-4,165
Closed -$519K – 34
2019
Q4 		$519K Buy
+4,165
New +$498K 0.5% 66

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Menard Financial Group's AXP Position: Q2 2026 in Review

Menard Financial Group opened a new position in American Express (AXP) in Q2 2026: 3,672 shares worth $1.24M. The stake represents 0.68% of the portfolio and ranks #35 among its holdings. This is a return to the name: Menard Financial Group previously reported a position in AXP as recently as Q3 2022.

Menard Financial Group first reported a position in AXP in Q4 2019 and has held it in 6 quarters since. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Menard Financial Group held 3,672 shares of American Express worth $1.24M as of Q2 2026.
  • American Express was a new Menard Financial Group position in Q2 2026.
  • American Express made up 0.68% of Menard Financial Group's portfolio in Q2 2026, its #35 holding.
  • Menard Financial Group first reported a position in American Express in Q4 2019 and has held it in 6 quarters since.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.