MBB Public Markets’s American Express AXP Stock Holding History

MBB Public Markets’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	-945	Closed	-$301K	–	84
2025 Q2	$301K	Sell	945 -216	-19%	-$60.8K	0.03%	109
2025 Q1	$312K	Buy	+1,161	New	+$343K	0.03%	320
2024 Q4	–	Sell	-1,350	Closed	-$366K	–	129
2024 Q3	$366K	Sell	1,350 -39,038	-97%	-$9.72M	0.02%	138
2024 Q2	$9.35M	Buy	+40,388	New	+$9.35M	0.19%	99
2022 Q1	–	Sell	-5,561	Closed	-$910K	–	117
2021 Q4	$910K	Buy	+5,561	New	+$948K	0.02%	155

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MBB Public Markets's AXP Position: Q3 2025 in Review

MBB Public Markets sold out of American Express (AXP) in Q3 2025, closing a stake of 945 shares — an estimated $301K sold.

MBB Public Markets first reported a position in AXP in Q4 2021 and held it in 5 quarters. The position peaked at $9.35M in Q2 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

MBB Public Markets reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
MBB Public Markets sold 945 American Express shares in Q3 2025, an estimated $301K.
MBB Public Markets first reported a position in American Express in Q4 2021 and held it in 5 quarters.
MBB Public Markets's American Express position peaked at $9.35M in Q2 2024.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.