Mraz Amerine & Associates’s American Express AXP Stock Holding History

Mraz Amerine & Associates’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	$1.46M	Buy	4,328 +23	+0.5%	+$7.36K	0.21%	74
2026 Q1	$1.3M	Hold	4,305	–	–	0.19%	77
2025 Q4	$1.59M	Sell	4,305 -50	-1%	-$17.9K	0.24%	68
2025 Q3	$1.45M	Hold	4,355	–	–	0.23%	70
2025 Q2	$1.39M	Sell	4,355 -22	-0.5%	-$6.19K	0.22%	69
2025 Q1	$1.16M	Sell	4,377 -7	-0.2%	-$2.07K	0.2%	73
2024 Q4	$1.3M	Sell	4,384 -497	-10%	-$143K	0.23%	63
2024 Q3	$1.32M	Sell	4,881 -786	-14%	-$196K	0.24%	67
2024 Q2	$1.31M	Buy	5,667 +38	+0.7%	+$8.8K	0.27%	64
2024 Q1	$1.28M	Sell	5,629 -510	-8%	-$106K	0.24%	66
2023 Q4	$1.15M	Hold	6,139	–	–	0.24%	68
2023 Q3	$916K	Sell	6,139 -220	-3%	-$36K	0.21%	76
2023 Q2	$1.11M	Sell	6,359 -283	-4%	-$45.7K	0.26%	69
2023 Q1	$1.1M	Sell	6,642 -437	-6%	-$72.5K	0.27%	69
2022 Q4	$1.05M	Sell	7,079 -30	-0.4%	-$4.45K	0.25%	72
2022 Q3	$959K	Hold	7,109	–	–	0.26%	65
2022 Q2	$985K	Sell	7,109 -100	-1%	-$16.5K	0.25%	68
2022 Q1	$1.35M	Hold	7,209	–	–	0.32%	57
2021 Q4	$1.18M	Hold	7,209	–	–	0.3%	61
2021 Q3	$1.21M	Hold	7,209	–	–	0.33%	58
2021 Q2	$1.19M	Sell	7,209 -97	-1%	-$15.2K	0.32%	51
2021 Q1	$1.03M	Sell	7,306 -199	-3%	-$26.3K	0.3%	55
2020 Q4	$907K	Buy	7,505 +203	+3%	+$22.5K	0.3%	46
2020 Q3	$732K	Sell	7,302 -47	-0.6%	-$4.62K	0.27%	48
2020 Q2	$700K	Hold	7,349	–	–	0.26%	54
2020 Q1	$629K	Sell	7,349 -513	-7%	-$59.7K	0.25%	52
2019 Q4	$979K	Sell	7,862 -232	-3%	-$27.7K	0.28%	49
2019 Q3	$957K	Hold	8,094	–	–	0.28%	46
2019 Q2	$999K	Sell	8,094 -19	-0.2%	-$2.23K	0.3%	49
2019 Q1	$887K	Sell	8,113 -125	-2%	-$13.1K	0.28%	52
2018 Q4	$785K	Hold	8,238	–	–	0.26%	55
2018 Q3	$877K	Hold	8,238	–	–	0.26%	58
2018 Q2	$807K	Sell	8,238 -6	-0.1%	-$590	0.24%	62
2018 Q1	$769K	Hold	8,244	–	–	0.24%	62
2017 Q4	$819K	Sell	8,244 -1,002	-11%	-$95.4K	0.25%	61
2017 Q3	$836K	Sell	9,246 -45	-0.5%	-$3.87K	0.26%	57
2017 Q2	$783K	Hold	9,291	–	–	0.24%	61
2017 Q1	$736K	Sell	9,291 -30	-0.3%	-$2.35K	0.23%	64
2016 Q4	$691K	Buy	9,321 +7	+0.1%	+$485	0.22%	67
2016 Q3	$596K	Hold	9,314	–	–	0.2%	74
2016 Q2	$566K	Buy	9,314 +3,000	+48%	+$190K	0.2%	73
2016 Q1	$388K	Buy	6,314 +3,001	+91%	+$175K	0.14%	97
2015 Q4	$230K	Hold	3,313	–	–	0.09%	118
2015 Q3	$246K	Buy	3,313 +36	+1%	+$2.77K	0.1%	113
2015 Q2	$255K	Hold	3,277	–	–	0.1%	117
2015 Q1	$256K	Hold	3,277	–	–	0.1%	116
2014 Q4	$305K	Hold	3,277	–	–	0.12%	109
2014 Q3	$287K	Buy	3,277 +370	+13%	+$33.3K	0.11%	110
2014 Q2	$276K	Hold	2,907	–	–	0.11%	109
2014 Q1	$262K	Buy	2,907 +22	+0.8%	+$1.97K	0.11%	109
2013 Q4	$262K	Hold	2,885	–	–	0.12%	111
2013 Q3	$218K	Hold	2,885	–	–	0.1%	110
2013 Q2	$216K	Buy	+2,885	New	+$205K	0.11%	111

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Mraz Amerine & Associates's AXP Position: Q2 2026 in Review

Mraz Amerine & Associates increased its American Express (AXP) stake by 0.53% in Q2 2026, buying an estimated $7.36K and bringing the position to 4,328 shares worth $1.46M. The position accounts for 0.21% of the portfolio, ranked #74.

Mraz Amerine & Associates first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q4 2025. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Mraz Amerine & Associates held 4,328 shares of American Express worth $1.46M as of Q2 2026.
Mraz Amerine & Associates bought 23 American Express shares in Q2 2026, an estimated $7.36K.
American Express made up 0.21% of Mraz Amerine & Associates's portfolio in Q2 2026, its #74 holding.
Mraz Amerine & Associates first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Mraz Amerine & Associates's American Express position peaked at $1.59M in Q4 2025.
673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.