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Mill Capital Management’s American Express AXP Stock Holding History

Mill Capital 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 		$41.1M Sell
121,505
-29
-0% -$9.29K 2.75% 11
2026
Q1 		$36.8M Sell
121,534
-235
-0.2% -$78.8K 2.8% 12
2025
Q4 		$45M Sell
121,769
-3,713
-3% -$1.33M 3.25% 8
2025
Q3 		$41.7M Buy
125,482
+103
+0.1% +$32.8K 3.09% 8
2025
Q2 		$40M Buy
125,379
+88
+0.1% +$24.8K 3.13% 8
2025
Q1 		$33.7M Sell
125,291
-1,099
-0.9% -$325K 2.7% 12
2024
Q4 		$37.5M Sell
126,390
-1,592
-1% -$457K 2.96% 10
2024
Q3 		$34.7M Buy
127,982
+363
+0.3% +$90.4K 2.71% 12
2024
Q2 		$29.6M Buy
127,619
+257
+0.2% +$59.5K 2.44% 12
2024
Q1 		$29M Sell
127,362
-67
-0.1% -$13.9K 2.42% 12
2023
Q4 		$23.9M Buy
127,429
+120
+0.1% +$19.3K 2.13% 14
2023
Q3 		$19M Buy
127,309
+317
+0.2% +$51.9K 1.86% 16
2023
Q2 		$22.1M Sell
126,992
-135
-0.1% -$21.8K 2.08% 15
2023
Q1 		$21M Buy
127,127
+4,009
+3% +$665K 2.13% 14
2022
Q4 		$18.2M Buy
123,118
+78
+0.1% +$11.6K 2% 16
2022
Q3 		$16.6M Buy
123,040
+2,570
+2% +$389K 1.94% 18
2022
Q2 		$16.7M Sell
120,470
-1,176
-1% -$194K 1.85% 16
2022
Q1 		$22.7M Buy
121,646
+2,906
+2% +$525K 2.17% 12
2021
Q4 		$19.4M Buy
+118,740
New +$20.2M 1.99% 13

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mill Capital Management's AXP Position: Q2 2026 in Review

Mill Capital Management reduced its American Express (AXP) stake by 0.02% in Q2 2026, selling an estimated $9.29K and leaving 121,505 shares worth $41.1M. The position accounts for 2.75% of the portfolio, ranked #11.

Mill Capital Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $45M in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mill Capital Management held 121,505 shares of American Express worth $41.1M as of Q2 2026.
  • Mill Capital Management sold 29 American Express shares in Q2 2026, an estimated $9.29K.
  • American Express made up 2.75% of Mill Capital Management's portfolio in Q2 2026, its #11 holding.
  • Mill Capital Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Mill Capital Management's American Express position peaked at $45M in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.