Mogy Joel R Investment Counsel’s American Express AXP Stock Holding History

Mogy Joel R Investment Counsel’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	$245K	Buy	+805	New	+$269K	0.01%	102
2016 Q1	–	Sell	-3,100	Closed	-$216K	–	124
2015 Q4	$216K	Hold	3,100	–	–	0.04%	125
2015 Q3	$230K	Hold	3,100	–	–	0.05%	127
2015 Q2	$241K	Sell	3,100 -2,650	-46%	-$210K	0.05%	133
2015 Q1	$449K	Sell	5,750 -400	-7%	-$33.2K	0.08%	104
2014 Q4	$572K	Hold	6,150	–	–	0.11%	99
2014 Q3	$538K	Sell	6,150 -200	-3%	-$18K	0.11%	101
2014 Q2	$602K	Buy	6,350 +1,000	+19%	+$90.1K	0.12%	98
2014 Q1	$482K	Hold	5,350	–	–	0.1%	107
2013 Q4	$485K	Hold	5,350	–	–	0.1%	105
2013 Q3	$404K	Hold	5,350	–	–	0.09%	109
2013 Q2	$400K	Buy	+5,350	New	+$381K	0.1%	108

Other funds holding AXP

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Mogy Joel R Investment Counsel's AXP Position: Q3 2026 in Review

Mogy Joel R Investment Counsel opened a new position in American Express (AXP) in Q3 2026: 805 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #102 among its holdings. This is a return to the name: Mogy Joel R Investment Counsel previously reported a position in AXP as recently as Q4 2015.

Mogy Joel R Investment Counsel first reported a position in AXP in Q2 2013 and has held it in 12 quarters since. The position peaked at $602K in Q2 2014. 414 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Mogy Joel R Investment Counsel held 805 shares of American Express worth $245K as of Q3 2026.
American Express was a new Mogy Joel R Investment Counsel position in Q3 2026.
American Express made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q3 2026, its #102 holding.
Mogy Joel R Investment Counsel first reported a position in American Express in Q2 2013 and has held it in 12 quarters since.
Mogy Joel R Investment Counsel's American Express position peaked at $602K in Q2 2014.
414 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2026, filed 13 Oct 2026.