Midwest Financial Group’s American Express AXP Stock Holding History

Midwest 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	$924K	Hold	2,733	–	–	0.32%	66
2026 Q1	$827K	Hold	2,733	–	–	0.35%	59
2025 Q4	$1.01M	Hold	2,733	–	–	0.45%	53
2025 Q3	$908K	Hold	2,733	–	–	0.43%	52
2025 Q2	$872K	Hold	2,733	–	–	0.46%	50
2025 Q1	$735K	Buy	2,733 +10	+0.4%	+$2.96K	0.43%	51
2024 Q4	$808K	Hold	2,723	–	–	0.46%	48
2024 Q3	$738K	Hold	2,723	–	–	0.43%	52
2024 Q2	$630K	Hold	2,723	–	–	0.4%	62
2024 Q1	$620K	Hold	2,723	–	–	0.42%	61
2023 Q4	$510K	Hold	2,723	–	–	0.38%	63
2023 Q3	$406K	Hold	2,723	–	–	0.34%	73
2023 Q2	$474K	Sell	2,723 -100	-4%	-$16.1K	0.4%	67
2023 Q1	$466K	Buy	+2,823	New	+$468K	0.43%	56

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Midwest Financial Group held its American Express (AXP) position steady in Q2 2026 at 2,733 shares worth $924K. The position accounts for 0.32% of the portfolio, ranked #66.

Midwest Financial Group first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Midwest Financial Group held 2,733 shares of American Express worth $924K as of Q2 2026.
Midwest Financial Group left its American Express share count unchanged in Q2 2026.
American Express made up 0.32% of Midwest Financial Group's portfolio in Q2 2026, its #66 holding.
Midwest Financial Group first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's American Express position peaked at $1.01M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.