Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q2 2026): 877
Value: $296.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of AXP by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	877	$296.5K	<0.1%	+2+0.2%	Added	Holders
Q1 2026	875	$264.7K	<0.1%	+151+20.9%	Added	Holders
Q4 2025	724	$267.8K	<0.1%	+724	New	Holders