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Mowery & Schoenfeld Wealth Management’s American Express AXP Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$297K Hold
877
– – 0.4% 41
2026
Q1 		$265K Sell
877
-7
-0.8% -$2.35K 0.41% 41
2025
Q4 		$327K Buy
884
+7
+0.8% +$2.5K 0.47% 35
2025
Q3 		$291K Buy
877
+789
+897% +$251K 0.5% 36
2025
Q2 		$28.1K Hold
88
– – 0.04% 153
2025
Q1 		$23.7K Hold
88
– – 0.05% 192
2024
Q4 		$26.1K Sell
88
-82
-48% -$23.6K 0.05% 158
2024
Q3 		$46.1K Buy
+170
New +$42.3K 0.07% 104

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's AXP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its American Express (AXP) position steady in Q2 2026 at 877 shares worth $297K. The position accounts for 0.4% of the portfolio, ranked #41.

Mowery & Schoenfeld Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $327K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 877 shares of American Express worth $297K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.4% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's American Express position peaked at $327K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.