MFA Wealth Services’s American Express AXP Stock Holding History

MFA Wealth Services’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	$785K	Sell	2,322 -658	-22%	-$211K	0.47%	58
2026 Q1	$901K	Buy	2,980 +118	+4%	+$39.6K	0.6%	49
2025 Q4	$1.06M	Buy	2,862 +17	+0.6%	+$6.08K	0.72%	45
2025 Q3	$945K	Buy	2,845 +57	+2%	+$18.1K	0.65%	46
2025 Q2	$889K	Sell	2,788 -64	-2%	-$18K	0.67%	43
2025 Q1	$767K	Sell	2,852 -73	-2%	-$21.6K	0.63%	40
2024 Q4	$868K	Buy	+2,925	New	+$840K	0.7%	40

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFA Wealth Services's AXP Position: Q2 2026 in Review

MFA Wealth Services reduced its American Express (AXP) stake by 22% in Q2 2026, selling an estimated $211K and leaving 2,322 shares worth $785K. The position accounts for 0.47% of the portfolio, ranked #58.

MFA Wealth Services first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

MFA Wealth Services held 2,322 shares of American Express worth $785K as of Q2 2026.
MFA Wealth Services sold 658 American Express shares in Q2 2026, an estimated $211K.
American Express made up 0.47% of MFA Wealth Services's portfolio in Q2 2026, its #58 holding.
MFA Wealth Services first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's American Express position peaked at $1.06M in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.