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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
47,286
+353
+0.8% +$113K 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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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 $113K and bringing the position to 47,286 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. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Merit Financial Group held 47,286 shares of American Express worth $16M as of Q2 2026.
  • Merit Financial Group bought 353 American Express shares in Q2 2026, an estimated $113K.
  • 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.
  • 519 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.