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McMahon Financial Advisors, LLC

SEC CIK
0001688184
Latest filing
Jul 13, 2026

AXP holding history

American Express Co in every 13F filed by McMahon Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
35,055
Value
$11.9M
% of portfolio
2.0%
Quarters held
9
Since Q2 2024
Holdings of AXP by McMahon Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,055$11.9M2.0%+4,478+14.6%AddedHolders
Q1 202630,577$9.25M1.8%+2,145+7.5%AddedHolders
Q4 202528,432$10.5M2.2%+864+3.1%AddedHolders
Q3 202527,568$9.16M2.0%+1,161+4.4%AddedHolders
Q2 202526,407$8.42M2.0%−1,425−5.1%ReducedHolders
Q1 202527,832$7.49M1.9%−641−2.3%ReducedHolders
Q4 202428,473$8.45M2.2%+3,914+15.9%AddedHolders
Q3 202424,559$6.66M1.5%+24,278+8,639.9%AddedHolders
Q2 2024281$65.1K<0.1%+281NewHolders