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 Q3	$688K	Sell	2,262 -60	-3%	-$20K	0.41%	65
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

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MFA Wealth Services's AXP Position: Q3 2026 in Review

MFA Wealth Services reduced its American Express (AXP) stake by 2.6% in Q3 2026, selling an estimated $20K and leaving 2,262 shares worth $688K. The position accounts for 0.41% of the portfolio, ranked #65.

MFA Wealth Services first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 723 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

MFA Wealth Services held 2,262 shares of American Express worth $688K as of Q3 2026.
MFA Wealth Services sold 60 American Express shares in Q3 2026, an estimated $20K.
American Express made up 0.41% of MFA Wealth Services's portfolio in Q3 2026, its #65 holding.
MFA Wealth Services first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's American Express position peaked at $1.06M in Q4 2025.
723 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.