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Monetary Solutions’s American Express AXP Stock Holding History

Monetary Solutions’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 		$203K Hold
600
– – 0.17% 60
2026
Q1 		$181K Hold
600
– – 0.18% 59
2025
Q4 		$222K Buy
+600
New +$215K 0.22% 50

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Monetary Solutions's AXP Position: Q2 2026 in Review

Monetary Solutions held its American Express (AXP) position steady in Q2 2026 at 600 shares worth $203K. The position accounts for 0.17% of the portfolio, ranked #60.

Monetary Solutions first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 2,505 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Monetary Solutions held 600 shares of American Express worth $203K as of Q2 2026.
  • Monetary Solutions left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.17% of Monetary Solutions's portfolio in Q2 2026, its #60 holding.
  • Monetary Solutions first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's American Express position peaked at $222K in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.