MTM Investment Management’s American Express AXP Stock Holding History

MTM Investment 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	$1.31M	Hold	3,880	–	–	0.37%	69
2026 Q1	$1.17M	Hold	3,880	–	–	0.37%	71
2025 Q4	$1.44M	Hold	3,880	–	–	0.46%	57
2025 Q3	$1.29M	Buy	3,880 +58	+2%	+$18.4K	0.41%	63
2025 Q2	$1.22M	Hold	3,822	–	–	0.41%	63
2025 Q1	$1.03M	Hold	3,822	–	–	0.4%	70
2024 Q4	$1.13M	Hold	3,822	–	–	0.44%	64
2024 Q3	$1.05M	Hold	3,822	–	–	0.41%	67
2024 Q2	$885K	Sell	3,822 -6	-0.2%	-$1.39K	0.36%	72
2024 Q1	$872K	Hold	3,828	–	–	0.36%	73
2023 Q4	$717K	Buy	3,828 +6	+0.2%	+$966	0.33%	78
2023 Q3	$570K	Hold	3,822	–	–	0.29%	90
2023 Q2	$666K	Hold	3,822	–	–	0.33%	84
2023 Q1	$630K	Hold	3,822	–	–	0.32%	86
2022 Q4	$565K	Hold	3,822	–	–	0.29%	94
2022 Q3	$516K	Sell	3,822 -34	-0.9%	-$5.15K	0.29%	91
2022 Q2	$541K	Sell	3,856 -35	-0.9%	-$5.78K	0.29%	94
2022 Q1	$728K	Hold	3,891	–	–	0.35%	84
2021 Q4	$637K	Hold	3,891	–	–	0.3%	93
2021 Q3	$652K	Buy	3,891 +75	+2%	+$12.5K	0.35%	85
2021 Q2	$631K	Hold	3,816	–	–	0.33%	86
2021 Q1	$540K	Sell	3,816 -58	-1%	-$7.66K	0.3%	88
2020 Q4	$468K	Buy	+3,874	New	+$429K	0.29%	90

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

MTM Investment Management's AXP Position: Q2 2026 in Review

MTM Investment Management held its American Express (AXP) position steady in Q2 2026 at 3,880 shares worth $1.31M. The position accounts for 0.37% of the portfolio, ranked #69.

MTM Investment Management first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

MTM Investment Management held 3,880 shares of American Express worth $1.31M as of Q2 2026.
MTM Investment Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.37% of MTM Investment Management's portfolio in Q2 2026, its #69 holding.
MTM Investment Management first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's American Express position peaked at $1.44M in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.