MA
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Mezzasalma Advisors’s American Express AXP Stock Holding History

Mezzasalma Advisors’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
Q1 		– Sell
-572
Closed -$213K – 158
2025
Q4 		$213K Buy
+572
New +$205K 0.05% 153
2025
Q2 		– Sell
-1,070
Closed -$288K – 146
2025
Q1 		$288K Buy
1,070
+80
+8% +$23.6K 0.1% 117
2024
Q4 		$294K Buy
990
+24
+2% +$6.89K 0.09% 114
2024
Q3 		$262K Hold
966
– – 0.1% 74
2024
Q2 		$224K Sell
966
-849
-47% -$197K 0.1% 74
2024
Q1 		$413K Sell
1,815
-710
-28% -$147K 0.2% 61
2023
Q4 		$473K Sell
2,525
-302
-11% -$48.6K 0.26% 48
2023
Q3 		$422K Buy
2,827
+1
+0% +$164 0.26% 50
2023
Q2 		$492K Hold
2,826
– – 0.3% 46
2023
Q1 		$466K Sell
2,826
-39
-1% -$6.47K 0.33% 46
2022
Q4 		$423K Sell
2,865
-608
-18% -$90.1K 0.37% 46
2022
Q3 		$469K Buy
3,473
+248
+8% +$37.5K 0.37% 41
2022
Q2 		$447K Buy
3,225
+208
+7% +$34.4K 0.38% 42
2022
Q1 		$564K Hold
3,017
– – 0.35% 40
2021
Q4 		$494K Hold
3,017
– – 0.27% 48
2021
Q3 		$505K Hold
3,017
– – 0.28% 47
2021
Q2 		$498K Hold
3,017
– – 0.27% 47
2021
Q1 		$427K Hold
3,017
– – 0.27% 47
2020
Q4 		$365K Buy
+3,017
New +$334K 0.23% 60

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mezzasalma Advisors's AXP Position: Q1 2026 in Review

Mezzasalma Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 572 shares — an estimated $213K sold.

Mezzasalma Advisors first reported a position in AXP in Q4 2020 and held it in 19 quarters. The position peaked at $564K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mezzasalma Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Mezzasalma Advisors sold 572 American Express shares in Q1 2026, an estimated $213K.
  • Mezzasalma Advisors first reported a position in American Express in Q4 2020 and held it in 19 quarters.
  • Mezzasalma Advisors's American Express position peaked at $564K in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.