MFWP
AXP icon

Mosaic Family Wealth Partners’s American Express AXP Stock Holding History

Mosaic Family Wealth Partners’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 		$340K Buy
+1,006
New +$322K 0.02% 336
2026
Q1 		– Sell
-634
Closed -$235K – 287
2025
Q4 		$235K Sell
634
-2
-0.3% -$716 0.03% 215
2025
Q3 		$218K Buy
636
+2
+0.3% +$636 0.03% 213
2025
Q2 		$202K Buy
+634
New +$178K 0.03% 220

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

Mosaic Family Wealth Partners's AXP Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in American Express (AXP) in Q2 2026: 1,006 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings. This is a return to the name: Mosaic Family Wealth Partners previously reported a position in AXP as recently as Q4 2025.

Mosaic Family Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mosaic Family Wealth Partners held 1,006 shares of American Express worth $340K as of Q2 2026.
  • American Express was a new Mosaic Family Wealth Partners position in Q2 2026.
  • American Express made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #336 holding.
  • Mosaic Family Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.