FineMark National Bank & Trust’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.86M Sell
7,742
-504
-6% -$180K 0.09% 153
2025
Q3
$2.74M Sell
8,246
-602
-7% -$191K 0.09% 147
2025
Q2
$2.82M Buy
8,848
+504
+6% +$142K 0.1% 142
2025
Q1
$2.24M Sell
8,344
-467
-5% -$138K 0.08% 149
2024
Q4
$2.62M Buy
8,811
+77
+0.9% +$22.1K 0.09% 135
2024
Q3
$2.37M Sell
8,734
-165
-2% -$41.1K 0.08% 141
2024
Q2
$2.06M Buy
8,899
+575
+7% +$133K 0.08% 141
2024
Q1
$1.9M Buy
8,324
+444
+6% +$92.1K 0.07% 150
2023
Q4
$1.48M Sell
7,880
-50
-0.6% -$8.05K 0.06% 173
2023
Q3
$1.18M Sell
7,930
-260
-3% -$42.5K 0.05% 179
2023
Q2
$1.43M Sell
8,190
-391
-5% -$63.1K 0.06% 170
2023
Q1
$1.42M Buy
8,581
+386
+5% +$64K 0.06% 163
2022
Q4
$1.21M Buy
8,195
+3
+0% +$445 0.05% 174
2022
Q3
$1.1M Buy
8,192
+318
+4% +$48.1K 0.05% 179
2022
Q2
$1.09M Sell
7,874
-562
-7% -$92.8K 0.05% 193
2022
Q1
$1.58M Buy
8,436
+95
+1% +$17.2K 0.06% 173
2021
Q4
$1.36M Sell
8,341
-277
-3% -$47.2K 0.05% 188
2021
Q3
$1.44M Sell
8,618
-44
-0.5% -$7.36K 0.06% 175
2021
Q2
$1.43M Sell
8,662
-649
-7% -$102K 0.06% 179
2021
Q1
$1.32M Sell
9,311
-157
-2% -$20.7K 0.06% 181
2020
Q4
$1.15M Sell
9,468
-1,640
-15% -$182K 0.05% 183
2020
Q3
$1.11M Sell
11,108
-151
-1% -$14.9K 0.05% 169
2020
Q2
$1.07M Sell
11,259
-669
-6% -$61.6K 0.06% 167
2020
Q1
$1.02M Buy
11,928
+671
+6% +$78.1K 0.06% 159
2019
Q4
$1.4M Sell
11,257
-536
-5% -$64.1K 0.07% 150
2019
Q3
$1.4M Buy
11,793
+1,227
+12% +$150K 0.07% 148
2019
Q2
$1.3M Sell
10,566
-642
-6% -$75.4K 0.07% 149
2019
Q1
$1.23M Buy
11,208
+83
+0.7% +$8.72K 0.07% 149
2018
Q4
$1.06M Sell
11,125
-350
-3% -$36.6K 0.07% 155
2018
Q3
$1.22M Sell
11,475
-654
-5% -$68K 0.07% 143
2018
Q2
$1.19M Buy
12,129
+171
+1% +$16.8K 0.07% 151
2018
Q1
$1.11M Sell
11,958
-205
-2% -$19.9K 0.07% 156
2017
Q4
$1.21M Sell
12,163
-582
-5% -$55.4K 0.08% 149
2017
Q3
$1.15M Sell
12,745
-380
-3% -$32.7K 0.08% 150
2017
Q2
$1.11M Sell
13,125
-295
-2% -$23.3K 0.08% 150
2017
Q1
$1.06M Sell
13,420
-738
-5% -$57.7K 0.08% 150
2016
Q4
$1.05M Sell
14,158
-120
-0.8% -$8.31K 0.08% 147
2016
Q3
$915K Sell
14,278
-1,403
-9% -$90.1K 0.1% 155
2016
Q2
$953K Sell
15,681
-364
-2% -$23.1K 0.11% 152
2016
Q1
$985K Sell
16,045
-1,229
-7% -$71.5K 0.12% 140
2015
Q4
$1.2M Sell
17,274
-690
-4% -$50.2K 0.14% 137
2015
Q3
$1.33M Sell
17,964
-4,020
-18% -$309K 0.18% 131
2015
Q2
$1.71M Sell
21,984
-3,521
-14% -$279K 0.22% 113
2015
Q1
$1.99M Sell
25,505
-2,546
-9% -$212K 0.27% 99
2014
Q4
$2.61M Buy
28,051
+628
+2% +$56.3K 0.38% 72
2014
Q3
$2.4M Buy
27,423
+1,074
+4% +$96.7K 0.38% 70
2014
Q2
$2.5M Sell
26,349
-1,689
-6% -$152K 0.42% 64
2014
Q1
$2.52M Sell
28,038
-3,506
-11% -$313K 0.47% 52
2013
Q4
$2.86M Sell
31,544
-97
-0.3% -$7.97K 0.59% 39
2013
Q3
$2.39M Sell
31,641
-819
-3% -$61.6K 0.59% 38
2013
Q2
$2.43M Buy
+32,460
New +$2.31M 0.73% 28

Other funds holding AXP

FineMark National Bank & Trust's AXP Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its American Express (AXP) stake by 6.1% in Q4 2025, selling an estimated $180K and leaving 7,742 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #153.

FineMark National Bank & Trust first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • FineMark National Bank & Trust held 7,742 shares of American Express worth $2.86M as of Q4 2025.
  • FineMark National Bank & Trust sold 504 American Express shares in Q4 2025, an estimated $180K.
  • American Express made up 0.09% of FineMark National Bank & Trust's portfolio in Q4 2025, its #153 holding.
  • FineMark National Bank & Trust first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.