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Mirabella Financial Services’s American Express AXP Stock Holding History

Mirabella Financial Services’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 		$523K Buy
1,546
+147
+11% +$47.1K 0.05% 246
2026
Q1 		$423K Buy
+1,399
New +$469K 0.04% 333
2024
Q2 		– Sell
-6,326
Closed -$1.44M – 451
2024
Q1 		$1.44M Buy
6,326
+60
+1% +$12.4K 0.1% 152
2023
Q4 		$1.17M Buy
6,266
+4,538
+263% +$730K 0.16% 126
2023
Q3 		$258K Buy
+1,728
New +$283K 0.04% 296
2023
Q1 		– Sell
-3,392
Closed -$501K – 400
2022
Q4 		$501K Buy
+3,392
New +$503K 0.04% 200
2022
Q3 		– Sell
-2,234
Closed -$310K – 335
2022
Q2 		$310K Buy
+2,234
New +$369K 0.03% 319

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

Mirabella Financial Services's AXP Position: Q2 2026 in Review

Mirabella Financial Services increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $47.1K and bringing the position to 1,546 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #246.

Mirabella Financial Services first reported a position in AXP in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2024. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mirabella Financial Services held 1,546 shares of American Express worth $523K as of Q2 2026.
  • Mirabella Financial Services bought 147 American Express shares in Q2 2026, an estimated $47.1K.
  • American Express made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #246 holding.
  • Mirabella Financial Services first reported a position in American Express in Q2 2022 and has held it in 7 quarters since.
  • Mirabella Financial Services's American Express position peaked at $1.44M in Q1 2024.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.