Midwest Trust
AXP icon

Midwest Trust’s American Express AXP Stock Holding History

Midwest Trust’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 		$2.89M Buy
9,500
+1,667
+21% +$557K 0.03% 255
2026
Q2 		$2.65M Buy
7,833
+1,270
+19% +$407K 0.03% 273
2026
Q1 		$1.99M Sell
6,563
-286
-4% -$95.9K 0.02% 290
2025
Q4 		$2.53M Sell
6,849
-137
-2% -$49K 0.03% 258
2025
Q3 		$2.32M Buy
6,986
+584
+9% +$186K 0.03% 270
2025
Q2 		$2.04M Buy
+6,402
New +$1.8M 0.03% 282

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Midwest Trust's AXP Position: Q3 2026 in Review

Midwest Trust increased its American Express (AXP) stake by 21% in Q3 2026, buying an estimated $557K and bringing the position to 9,500 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #255.

Midwest Trust first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. 1,884 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Midwest Trust held 9,500 shares of American Express worth $2.89M as of Q3 2026.
  • Midwest Trust bought 1,667 American Express shares in Q3 2026, an estimated $557K.
  • American Express made up 0.03% of Midwest Trust's portfolio in Q3 2026, its #255 holding.
  • Midwest Trust first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • 1,884 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.