MCM
AXP icon

Mendel Capital Management’s American Express AXP Stock Holding History

Mendel Capital Management’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 		$483K Buy
1,429
+4
+0.3% +$1.28K 0.22% 67
2026
Q1 		$431K Buy
+1,425
New +$478K 0.22% 72
2025
Q3 		$469K Buy
1,411
+94
+7% +$29.9K 0.25% 66
2025
Q2 		$420K Buy
1,317
+70
+6% +$19.7K 0.24% 69
2025
Q1 		$336K Sell
1,247
-17
-1% -$5.03K 0.2% 76
2024
Q4 		$375K Buy
1,264
+71
+6% +$20.4K 0.23% 71
2024
Q3 		$324K Buy
1,193
+52
+5% +$12.9K 0.2% 79
2024
Q2 		$264K Buy
1,141
+3
+0.3% +$695 0.17% 87
2024
Q1 		$259K Hold
1,138
– – 0.17% 85
2023
Q4 		$213K Buy
+1,138
New +$183K 0.15% 85

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mendel Capital Management's AXP Position: Q2 2026 in Review

Mendel Capital Management increased its American Express (AXP) stake by 0.28% in Q2 2026, buying an estimated $1.28K and bringing the position to 1,429 shares worth $483K. The position accounts for 0.22% of the portfolio, ranked #67.

Mendel Capital Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mendel Capital Management held 1,429 shares of American Express worth $483K as of Q2 2026.
  • Mendel Capital Management bought 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.22% of Mendel Capital Management's portfolio in Q2 2026, its #67 holding.
  • Mendel Capital Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.