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Midland Wealth Advisors’s American Express AXP Stock Holding History

Midland Wealth Advisors’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 		$676K Sell
1,998
-54
-3% -$17.3K 0.03% 91
2026
Q1 		$621K Sell
2,052
-60
-3% -$20.1K 0.03% 96
2025
Q4 		$781K Sell
2,112
-1,440
-41% -$515K 0.04% 80
2025
Q3 		$1.18M Sell
3,552
-287
-7% -$91.3K 0.06% 69
2025
Q2 		$1.22M Buy
3,839
+38
+1% +$10.7K 0.07% 67
2025
Q1 		$1.02M Hold
3,801
– – 0.06% 77
2024
Q4 		$1.13M Hold
3,801
– – 0.07% 78
2024
Q3 		$1.03M Sell
3,801
-569
-13% -$142K 0.06% 87
2024
Q2 		$1.01M Buy
4,370
+88
+2% +$20.4K 0.06% 88
2024
Q1 		$975K Sell
4,282
-2
-0% -$415 0.06% 89
2023
Q4 		$803K Buy
+4,284
New +$690K 0.06% 106

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

Midland Wealth Advisors's AXP Position: Q2 2026 in Review

Midland Wealth Advisors reduced its American Express (AXP) stake by 2.6% in Q2 2026, selling an estimated $17.3K and leaving 1,998 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #91.

Midland Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Midland Wealth Advisors held 1,998 shares of American Express worth $676K as of Q2 2026.
  • Midland Wealth Advisors sold 54 American Express shares in Q2 2026, an estimated $17.3K.
  • American Express made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Midland Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's American Express position peaked at $1.22M in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.