MFA
AXP icon

Millington Financial Advisors’s American Express AXP Stock Holding History

Millington Financial Advisors’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 		$930K Buy
2,618
+3
+0.1% +$961 0.37% 57
2026
Q1 		$834K Buy
2,615
+25
+1% +$8.38K 0.35% 59
2025
Q4 		$930K Buy
2,590
+10
+0.4% +$3.58K 0.41% 55
2025
Q3 		$834K Buy
2,580
+7
+0.3% +$2.23K 0.4% 57
2025
Q2 		$794K Buy
2,573
+16
+0.6% +$4.5K 0.4% 54
2025
Q1 		$642K Hold
2,557
– – 0.39% 56
2024
Q4 		$809K Sell
2,557
-170
-6% -$48.8K 0.47% 46
2024
Q3 		$740K Hold
2,727
– – 0.46% 48
2024
Q2 		$631K Hold
2,727
– – 0.44% 49
2024
Q1 		$621K Hold
2,727
– – 0.44% 50
2023
Q4 		$511K Buy
+2,727
New +$439K 0.41% 53

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Millington Financial Advisors's AXP Position: Q2 2026 in Review

Millington Financial Advisors increased its American Express (AXP) stake by 0.11% in Q2 2026, buying an estimated $961 and bringing the position to 2,618 shares worth $930K. The position accounts for 0.37% of the portfolio, ranked #57.

Millington Financial Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Millington Financial Advisors held 2,618 shares of American Express worth $930K as of Q2 2026.
  • Millington Financial Advisors bought 3 American Express shares in Q2 2026, an estimated $961.
  • American Express made up 0.37% of Millington Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Millington Financial Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.