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MJT & Associates Financial Advisory’s American Express AXP Stock Holding History

MJT & Associates Financial Advisory’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 		$187K Buy
554
+11
+2% +$3.52K 0.12% 44
2026
Q1 		$164K Hold
543
– – 0.12% 46
2025
Q4 		$201K Hold
543
– – 0.15% 40
2025
Q3 		$180K Hold
543
– – 0.15% 41
2025
Q2 		$173K Hold
543
– – 0.21% 46
2025
Q1 		$146K Buy
+543
New +$161K 0.14% 61

Other funds holding AXP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

MJT & Associates Financial Advisory's AXP Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its American Express (AXP) stake by 2% in Q2 2026, buying an estimated $3.52K and bringing the position to 554 shares worth $187K. The position accounts for 0.12% of the portfolio, ranked #44.

MJT & Associates Financial Advisory first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $201K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • MJT & Associates Financial Advisory held 554 shares of American Express worth $187K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 11 American Express shares in Q2 2026, an estimated $3.52K.
  • American Express made up 0.12% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #44 holding.
  • MJT & Associates Financial Advisory first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's American Express position peaked at $201K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.