MCB
AXP icon

Morton Community Bank’s American Express AXP Stock Holding History

Morton Community Bank’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 		$5.76M Buy
17,042
+15
+0.1% +$4.8K 1.17% 23
2026
Q1 		$5.15M Buy
17,027
+385
+2% +$129K 1.12% 32
2025
Q4 		$5.86M Sell
16,642
-685
-4% -$245K 1.27% 15
2025
Q3 		$6.25M Sell
17,327
-273
-2% -$86.8K 1.45% 10
2025
Q2 		$5.61M Buy
17,600
+23
+0.1% +$6.47K 1.4% 9
2025
Q1 		$4.73M Sell
17,577
-778
-4% -$230K 1.24% 18
2024
Q4 		$5.45M Sell
18,355
-45
-0.2% -$12.9K 1.44% 8
2024
Q3 		$4.99M Sell
18,400
-615
-3% -$153K 1.3% 14
2024
Q2 		$4.4M Sell
19,015
-51
-0.3% -$11.8K 1.24% 19
2024
Q1 		$4.34M Buy
19,066
+200
+1% +$41.5K 1.25% 19
2023
Q4 		$3.53M Buy
+18,866
New +$3.04M 1.16% 22

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Morton Community Bank's AXP Position: Q2 2026 in Review

Morton Community Bank increased its American Express (AXP) stake by 0.09% in Q2 2026, buying an estimated $4.8K and bringing the position to 17,042 shares worth $5.76M. The position accounts for 1.17% of the portfolio, ranked #23.

Morton Community Bank first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.25M in Q3 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Morton Community Bank held 17,042 shares of American Express worth $5.76M as of Q2 2026.
  • Morton Community Bank bought 15 American Express shares in Q2 2026, an estimated $4.8K.
  • American Express made up 1.17% of Morton Community Bank's portfolio in Q2 2026, its #23 holding.
  • Morton Community Bank first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's American Express position peaked at $6.25M in Q3 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.