Muirfield Wealth Advisors’s American Express AXP Stock Holding History

Muirfield Wealth Advisors’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	$1.55M	Sell	4,581 -102	-2%	-$32.7K	1.01%	22
2026 Q1	$1.42M	Buy	4,683 +10	+0.2%	+$3.35K	1.04%	23
2025 Q4	$1.73M	Sell	4,673 -106	-2%	-$37.9K	1.27%	20
2025 Q3	$1.59M	Buy	4,779 +13	+0.3%	+$4.13K	1.18%	22
2025 Q2	$1.52M	Buy	4,766 +14	+0.3%	+$3.94K	1.21%	21
2025 Q1	$1.28M	Buy	4,752 +10	+0.2%	+$2.96K	1.09%	24
2024 Q4	$1.41M	Buy	4,742 +12	+0.3%	+$3.45K	1.16%	23
2024 Q3	$1.28M	Buy	4,730 +14	+0.3%	+$3.49K	1.09%	23
2024 Q2	$1.09M	Buy	4,716 +14	+0.3%	+$3.24K	1.03%	24
2024 Q1	$1.07M	Buy	4,702 +13	+0.3%	+$2.7K	1.03%	21
2023 Q4	$878K	Buy	+4,689	New	+$755K	0.93%	25

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

Muirfield Wealth Advisors's AXP Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its American Express (AXP) stake by 2.2% in Q2 2026, selling an estimated $32.7K and leaving 4,581 shares worth $1.55M. The position accounts for 1.01% of the portfolio, ranked #22.

Muirfield Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Muirfield Wealth Advisors held 4,581 shares of American Express worth $1.55M as of Q2 2026.
Muirfield Wealth Advisors sold 102 American Express shares in Q2 2026, an estimated $32.7K.
American Express made up 1.01% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Muirfield Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Muirfield Wealth Advisors's American Express position peaked at $1.73M in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.