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MidWestOne Financial Group’s American Express AXP Stock Holding History

MidWestOne 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
2025
Q4 		$1.3M Buy
3,524
+107
+3% +$38.3K 0.14% 132
2025
Q3 		$1.13M Hold
3,417
– – 0.14% 143
2025
Q2 		$1.09M Hold
3,417
– – 0.14% 145
2025
Q1 		$919K Sell
3,417
-14
-0.4% -$4.14K 0.13% 158
2024
Q4 		$1.02M Hold
3,431
– – 0.14% 144
2024
Q3 		$930K Hold
3,431
– – 0.13% 162
2024
Q2 		$794K Buy
3,431
+27
+0.8% +$6.25K 0.14% 172
2024
Q1 		$775K Hold
3,404
– – 0.14% 177
2023
Q4 		$638K Buy
3,404
+1,218
+56% +$196K 0.12% 190
2023
Q3 		$326K Sell
2,186
-1,218
-36% -$199K 0.07% 221
2023
Q2 		$593K Hold
3,404
– – 0.13% 187
2023
Q1 		$561K Buy
3,404
+618
+22% +$103K 0.13% 175
2022
Q4 		$412K Buy
2,786
+600
+27% +$88.9K 0.09% 197
2022
Q3 		$295K Hold
2,186
– – 0.08% 191
2022
Q2 		$303K Hold
2,186
– – 0.08% 188
2022
Q1 		$409K Hold
2,186
– – 0.09% 189
2021
Q4 		$358K Hold
2,186
– – 0.08% 197
2021
Q3 		$366K Hold
2,186
– – 0.09% 180
2021
Q2 		$361K Hold
2,186
– – 0.09% 180
2021
Q1 		$309K Sell
2,186
-1
-0% -$132 0.07% 184
2020
Q4 		$264K Sell
2,187
-44
-2% -$4.87K 0.07% 186
2020
Q3 		$224K Hold
2,231
– – 0.07% 188
2020
Q2 		$212K Buy
+2,231
New +$205K 0.09% 125
2020
Q1 		– Sell
-2,231
Closed -$277K – 201
2019
Q4 		$277K Hold
2,231
– – 0.06% 200
2019
Q3 		$264K Hold
2,231
– – 0.08% 184
2019
Q2 		$275K Buy
+2,231
New +$262K 0.08% 215

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MidWestOne Financial Group's AXP Position: Q4 2025 in Review

MidWestOne Financial Group increased its American Express (AXP) stake by 3.1% in Q4 2025, buying an estimated $38.3K and bringing the position to 3,524 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #132.

MidWestOne Financial Group first reported a position in AXP in Q2 2019 and has held it in 26 quarters since. 3,036 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • MidWestOne Financial Group held 3,524 shares of American Express worth $1.3M as of Q4 2025.
  • MidWestOne Financial Group bought 107 American Express shares in Q4 2025, an estimated $38.3K.
  • American Express made up 0.14% of MidWestOne Financial Group's portfolio in Q4 2025, its #132 holding.
  • MidWestOne Financial Group first reported a position in American Express in Q2 2019 and has held it in 26 quarters since.
  • 3,036 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.