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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
Q3 		$147K Sell
483
-71
-13% -$23.7K 0.1% 46
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

MJT & Associates Financial Advisory's AXP Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its American Express (AXP) stake by 13% in Q3 2026, selling an estimated $23.7K and leaving 483 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #46.

MJT & Associates Financial Advisory first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $201K in Q4 2025. 115 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • MJT & Associates Financial Advisory held 483 shares of American Express worth $147K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 71 American Express shares in Q3 2026, an estimated $23.7K.
  • American Express made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #46 holding.
  • MJT & Associates Financial Advisory first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's American Express position peaked at $201K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.