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Mendota Financial Group’s American Express AXP Stock Holding History

Mendota Financial 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
2024
Q4 		– Sell
-1
Closed -$272 – 455
2024
Q3 		$272 Buy
+1
New +$249 ﹤0.01% 520
2024
Q2 		– Sell
-40
Closed -$9.11K – 388
2024
Q1 		$9.11K Hold
40
– – 0.01% 240
2023
Q4 		$7.49K Hold
40
– – 0.01% 284
2023
Q3 		$5.97K Hold
40
– – 0.01% 213
2023
Q2 		$6.97K Sell
40
-72
-64% -$11.6K 0.01% 212
2023
Q1 		$20.9K Buy
112
+72
+180% +$11.9K 0.02% 189
2022
Q4 		$5.91K Buy
+40
New +$5.93K 0.01% 227

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mendota Financial Group's AXP Position: Q4 2024 in Review

Mendota Financial Group sold out of American Express (AXP) in Q4 2024, closing a stake of 1 share — an estimated $272 sold.

Mendota Financial Group first reported a position in AXP in Q4 2022 and held it in 7 quarters. The position peaked at $20.9K in Q1 2023. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Mendota Financial Group reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 American Express share in Q4 2024, an estimated $272.
  • Mendota Financial Group first reported a position in American Express in Q4 2022 and held it in 7 quarters.
  • Mendota Financial Group's American Express position peaked at $20.9K in Q1 2023.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.