MAM
AXP icon

Milestone Asset Management’s American Express AXP Stock Holding History

Milestone Asset Management’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 		$1.65M Buy
4,889
+752
+18% +$241K 0.26% 89
2026
Q1 		$1.25M Buy
4,137
+1,063
+35% +$356K 0.23% 98
2025
Q4 		$1.14M Sell
3,074
-191
-6% -$68.3K 0.21% 90
2025
Q3 		$1.08M Buy
3,265
+480
+17% +$153K 0.21% 86
2025
Q2 		$889K Sell
2,785
-13,041
-82% -$3.67M 0.19% 100
2025
Q1 		$4.26M Sell
15,826
-8,816
-36% -$2.61M 0.91% 25
2024
Q4 		$7.31M Buy
24,642
+3,103
+14% +$891K 1.62% 10
2024
Q3 		$5.84M Buy
21,539
+4,390
+26% +$1.09M 1.31% 17
2024
Q2 		$3.97M Sell
17,149
-5,111
-23% -$1.18M 0.99% 25
2024
Q1 		$5.07M Buy
+22,260
New +$4.62M 1.45% 18

Other funds holding AXP

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
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 $59.6B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return