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Merit Financial Group’s American Express AXP Stock Holding History

Merit 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 		$16M Buy
47,284
+351
+0.7% +$112K 0.1% 180
2026
Q1 		$14.2M Buy
46,933
+3,662
+8% +$1.23M 0.11% 175
2025
Q4 		$16M Buy
43,271
+5,839
+16% +$2.09M 0.13% 136
2025
Q3 		$12.4M Buy
37,432
+35
+0.1% +$11.1K 0.11% 145
2025
Q2 		$11.9M Buy
37,397
+16,581
+80% +$4.67M 0.13% 119
2025
Q1 		$5.6M Buy
20,816
+2,819
+16% +$833K 0.08% 200
2024
Q4 		$5.34M Buy
17,997
+3,875
+27% +$1.11M 0.1% 174
2024
Q3 		$3.83M Buy
14,122
+516
+4% +$128K 0.09% 183
2024
Q2 		$3.15M Buy
13,606
+1,474
+12% +$341K 0.07% 207
2024
Q1 		$2.8M Buy
12,132
+6,064
+100% +$1.26M 0.07% 222
2023
Q4 		$1.14M Sell
6,068
-2,240
-27% -$361K 0.03% 281
2023
Q3 		$1.24M Sell
8,308
-541
-6% -$88.5K 0.04% 288
2023
Q2 		$1.54M Buy
8,849
+1,255
+17% +$202K 0.05% 264
2023
Q1 		$1.25M Sell
7,594
-138
-2% -$22.9K 0.05% 260
2022
Q4 		$1.14M Buy
7,732
+491
+7% +$72.8K 0.04% 275
2022
Q3 		$977K Buy
7,241
+28
+0.4% +$4.24K 0.04% 248
2022
Q2 		$1M Buy
7,213
+5,274
+272% +$871K 0.03% 259
2022
Q1 		$363K Buy
1,939
+193
+11% +$34.9K 0.02% 277
2021
Q4 		$286K Sell
1,746
-231
-12% -$39.4K 0.03% 230
2021
Q3 		$331K Buy
1,977
+200
+11% +$33.4K 0.03% 195
2021
Q2 		$294K Sell
1,777
-190
-10% -$29.8K 0.03% 212
2021
Q1 		$278K Sell
1,967
-200
-9% -$26.4K 0.03% 198
2020
Q4 		$262K Hold
2,167
– – 0.03% 181
2020
Q3 		$217K Sell
2,167
-125
-5% -$12.3K 0.02% 203
2020
Q2 		$218K Sell
2,292
-309
-12% -$28.4K 0.02% 192
2020
Q1 		$223K Buy
2,601
+120
+5% +$14K 0.02% 191
2019
Q4 		$309K Buy
+2,481
New +$297K 0.03% 184

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

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

Merit Financial Group increased its American Express (AXP) stake by 0.75% in Q2 2026, buying an estimated $112K and bringing the position to 47,284 shares worth $16M. The position accounts for 0.1% of the portfolio, ranked #180.

Merit Financial Group first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $16M in Q4 2025. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Merit Financial Group held 47,284 shares of American Express worth $16M as of Q2 2026.
  • Merit Financial Group bought 351 American Express shares in Q2 2026, an estimated $112K.
  • American Express made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #180 holding.
  • Merit Financial Group first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's American Express position peaked at $16M in Q4 2025.
  • 3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.