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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
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

New York State Teachers Retirement System (NYSTRS)
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Midwest Financial Partners Investments's AXP Position: Q2 2026 in Review

Midwest Financial Partners Investments held its American Express (AXP) position steady in Q2 2026 at 1,307 shares worth $442K. The position accounts for 0.18% of the portfolio, ranked #53.

Midwest Financial Partners Investments first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Midwest Financial Partners Investments held 1,307 shares of American Express worth $442K as of Q2 2026.
  • Midwest Financial Partners Investments left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.18% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #53 holding.
  • Midwest Financial Partners Investments first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.