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Herbst Group’s American Express AXP Stock Holding History

Herbst Group’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
2025
Q3 		– Sell
-11,243
Closed -$3.59M – 53
2025
Q2 		$3.59M Buy
11,243
+51
+0.5% +$14.4K 2.15% 21
2025
Q1 		$3.01M Sell
11,192
-944
-8% -$279K 2.13% 23
2024
Q4 		$3.6M Sell
12,136
-1,905
-14% -$547K 2.25% 17
2024
Q3 		$3.81M Buy
14,041
+760
+6% +$189K 2.36% 16
2024
Q2 		$3.08M Buy
13,281
+325
+3% +$75.3K 1.87% 22
2024
Q1 		$2.95M Buy
12,956
+250
+2% +$51.8K 1.83% 23
2023
Q4 		$2.38M Buy
12,706
+106
+0.8% +$17.1K 1.53% 30
2023
Q3 		$1.88M Buy
12,600
+1,000
+9% +$164K 1.34% 32
2023
Q2 		$2.02M Buy
11,600
+100
+0.9% +$16.1K 1.4% 31
2023
Q1 		$1.9M Buy
11,500
+100
+0.9% +$16.6K 1.34% 31
2022
Q4 		$1.68M Buy
11,400
+300
+3% +$44.5K 1.36% 30
2022
Q3 		$1.5M Buy
11,100
+700
+7% +$106K 1.23% 36
2022
Q2 		$1.46M Hold
10,400
– – 1.15% 40
2022
Q1 		$1.95M Buy
10,400
+200
+2% +$36.1K 1.27% 39
2021
Q4 		$1.67M Buy
+10,200
New +$1.74M 1.03% 47

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herbst Group's AXP Position: Q3 2025 in Review

Herbst Group sold out of American Express (AXP) in Q3 2025, closing a stake of 11,243 shares — an estimated $3.59M sold.

Herbst Group first reported a position in AXP in Q4 2021 and held it in 15 quarters. The position peaked at $3.81M in Q3 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Herbst Group reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Herbst Group sold 11,243 American Express shares in Q3 2025, an estimated $3.59M.
  • Herbst Group first reported a position in American Express in Q4 2021 and held it in 15 quarters.
  • Herbst Group's American Express position peaked at $3.81M in Q3 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Herbst Group's 13F filing for Q3 2025, filed 14 Nov 2025.