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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
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 $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

Mill Capital Management's AXP Position: Q1 2026 in Review

Mill Capital Management reduced its American Express (AXP) stake by 0.19% in Q1 2026, selling an estimated $78.8K and leaving 121,534 shares worth $36.8M. The position accounts for 2.8% of the portfolio, ranked #12.

Mill Capital Management first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $45M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mill Capital Management held 121,534 shares of American Express worth $36.8M as of Q1 2026.
  • Mill Capital Management sold 235 American Express shares in Q1 2026, an estimated $78.8K.
  • American Express made up 2.8% of Mill Capital Management's portfolio in Q1 2026, its #12 holding.
  • Mill Capital Management first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Mill Capital Management's American Express position peaked at $45M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.