Mendel Money Management’s American Express AXP Stock Holding History

Mendel Money Management’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
2026 Q2	–	Sell	-715	Closed	-$216K	–	130
2026 Q1	$216K	Sell	715 -16	-2%	-$5.37K	0.09%	136
2025 Q4	$270K	Hold	731	–	–	0.11%	133
2025 Q3	$243K	Hold	731	–	–	0.1%	142
2025 Q2	$233K	Buy	+731	New	+$206K	0.1%	138
2025 Q1	–	Sell	-731	Closed	-$217K	–	137
2024 Q4	$217K	Buy	+731	New	+$210K	0.1%	133
2015 Q2	$1.29M	Sell	16,611 -17,065	-51%	-$1.35M	1.2%	29
2015 Q1	$2.63M	Buy	33,676 +690	+2%	+$57.3K	2.45%	21
2014 Q4	$3.07M	Buy	32,986 +225	+0.7%	+$20.2K	2.89%	20
2014 Q3	$2.87M	Buy	+32,761	New	+$2.95M	2.81%	20

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Mendel Money Management's AXP Position: Q2 2026 in Review

Mendel Money Management sold out of American Express (AXP) in Q2 2026, closing a stake of 715 shares — an estimated $216K sold.

Mendel Money Management first reported a position in AXP in Q3 2014 and held it in 9 quarters. The position peaked at $3.07M in Q4 2014. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Mendel Money Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Mendel Money Management sold 715 American Express shares in Q2 2026, an estimated $216K.
Mendel Money Management first reported a position in American Express in Q3 2014 and held it in 9 quarters.
Mendel Money Management's American Express position peaked at $3.07M in Q4 2014.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.