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Moisand Fitzgerald Tamayo’s American Express AXP Stock Holding History

Moisand Fitzgerald Tamayo’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 		$824K Buy
2,437
+49
+2% +$15.7K 0.08% 64
2026
Q1 		$722K Sell
2,388
-50
-2% -$16.8K 0.08% 64
2025
Q4 		$902K Buy
2,438
+40
+2% +$14.3K 0.1% 57
2025
Q3 		$797K Buy
2,398
+50
+2% +$15.9K 0.09% 63
2025
Q2 		$749K Buy
2,348
+10
+0.4% +$2.81K 0.09% 61
2025
Q1 		$629K Hold
2,338
– – 0.09% 64
2024
Q4 		$694K Hold
2,338
– – 0.1% 60
2024
Q3 		$634K Hold
2,338
– – 0.09% 65
2024
Q2 		$541K Hold
2,338
– – 0.08% 66
2024
Q1 		$532K Sell
2,338
-111
-5% -$23K 0.08% 67
2023
Q4 		$459K Sell
2,449
-7
-0.3% -$1.13K 0.08% 68
2023
Q3 		$366K Hold
2,456
– – 0.08% 74
2023
Q2 		$428K Sell
2,456
-100
-4% -$16.1K 0.09% 71
2023
Q1 		$422K Buy
2,556
+100
+4% +$16.6K 0.09% 74
2022
Q4 		$363K Buy
2,456
+30
+1% +$4.45K 0.08% 78
2022
Q3 		$327K Buy
2,426
+7
+0.3% +$1.06K 0.09% 76
2022
Q2 		$335K Buy
+2,419
New +$400K 0.09% 76
2022
Q1 		– Sell
-2,419
Closed -$396K – 516
2021
Q4 		$396K Hold
2,419
– – 0.11% 68
2021
Q3 		$405K Hold
2,419
– – 0.14% 66
2021
Q2 		$400K Hold
2,419
– – 0.15% 61
2021
Q1 		$342K Hold
2,419
– – 0.15% 62
2020
Q4 		$292K Hold
2,419
– – 0.13% 65
2020
Q3 		$243K Sell
2,419
-15
-0.6% -$1.48K 0.13% 66
2020
Q2 		$232K Sell
2,434
-15
-0.6% -$1.38K 0.13% 63
2020
Q1 		$210K Hold
2,449
– – 0.14% 66
2019
Q4 		$305K Hold
2,449
– – 0.16% 61
2019
Q3 		$290K Hold
2,449
– – 0.16% 62
2019
Q2 		$302K Hold
2,449
– – 0.16% 61
2019
Q1 		$268K Hold
2,449
– – 0.15% 65
2018
Q4 		$233K Hold
2,449
– – 0.15% 66
2018
Q3 		$261K Hold
2,449
– – 0.15% 68
2018
Q2 		$240K Hold
2,449
– – 0.14% 67
2018
Q1 		$228K Hold
2,449
– – 0.14% 70
2017
Q4 		$243K Hold
2,449
– – 0.14% 61
2017
Q3 		$222K Buy
+2,449
New +$210K 0.14% 64

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

Moisand Fitzgerald Tamayo's AXP Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its American Express (AXP) stake by 2.1% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,437 shares worth $824K. The position accounts for 0.08% of the portfolio, ranked #64.

Moisand Fitzgerald Tamayo first reported a position in AXP in Q3 2017 and has held it in 35 quarters since. The position peaked at $902K in Q4 2025. 745 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 2,437 shares of American Express worth $824K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 49 American Express shares in Q2 2026, an estimated $15.7K.
  • American Express made up 0.08% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #64 holding.
  • Moisand Fitzgerald Tamayo first reported a position in American Express in Q3 2017 and has held it in 35 quarters since.
  • Moisand Fitzgerald Tamayo's American Express position peaked at $902K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.