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Midwest Financial Partners Investments’s American Express AXP Stock Holding History

Midwest Financial Partners Investments’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 		– Sell
-1,307
Closed -$442K – 81
2026
Q2 		$442K Hold
1,307
– – 0.18% 53
2026
Q1 		$395K Buy
1,307
+185
+16% +$62K 0.21% 54
2025
Q4 		$415K Buy
+1,122
New +$402K 0.23% 52

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Midwest Financial Partners Investments's AXP Position: Q3 2026 in Review

Midwest Financial Partners Investments sold out of American Express (AXP) in Q3 2026, closing a stake of 1,307 shares — an estimated $442K sold.

Midwest Financial Partners Investments first reported a position in AXP in Q4 2025 and held it in 3 quarters. The position peaked at $442K in Q2 2026. 112 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Midwest Financial Partners Investments reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Midwest Financial Partners Investments sold 1,307 American Express shares in Q3 2026, an estimated $442K.
  • Midwest Financial Partners Investments first reported a position in American Express in Q4 2025 and held it in 3 quarters.
  • Midwest Financial Partners Investments's American Express position peaked at $442K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.