Mill Creek Capital Advisors’s American Express AXP Stock Holding History

Mill Creek Capital 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
2025 Q4	–	Sell	-637	Closed	-$212K	–	253
2025 Q3	$212K	Hold	637	–	–	﹤0.01%	262
2025 Q2	$203K	Buy	+637	New	+$179K	﹤0.01%	254
2024 Q3	–	Sell	-947	Closed	-$219K	–	252
2024 Q2	$219K	Buy	+947	New	+$219K	0.01%	241
2023 Q2	–	Sell	-1,425	Closed	-$235K	–	243
2023 Q1	$235K	Buy	+1,425	New	+$236K	0.01%	215

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mill Creek Capital Advisors's AXP Position: Q4 2025 in Review

Mill Creek Capital Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 637 shares — an estimated $212K sold.

Mill Creek Capital Advisors first reported a position in AXP in Q1 2023 and held it in 4 quarters. The position peaked at $235K in Q1 2023. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Mill Creek Capital Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Mill Creek Capital Advisors sold 637 American Express shares in Q4 2025, an estimated $212K.
Mill Creek Capital Advisors first reported a position in American Express in Q1 2023 and held it in 4 quarters.
Mill Creek Capital Advisors's American Express position peaked at $235K in Q1 2023.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.