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Mustard Seed Financial’s American Express AXP Stock Holding History

Mustard Seed Financial’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
-863
Closed -$287K – 87
2025
Q3 		$287K Hold
863
– – 0.18% 74
2025
Q2 		$275K Hold
863
– – 0.2% 72
2025
Q1 		$232K Hold
863
– – 0.19% 73
2024
Q4 		$256K Hold
863
– – 0.21% 72
2024
Q3 		$234K Buy
+863
New +$215K 0.19% 73

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mustard Seed Financial's AXP Position: Q4 2025 in Review

Mustard Seed Financial sold out of American Express (AXP) in Q4 2025, closing a stake of 863 shares — an estimated $287K sold.

Mustard Seed Financial first reported a position in AXP in Q3 2024 and held it in 5 quarters. The position peaked at $287K in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Mustard Seed Financial reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Mustard Seed Financial sold 863 American Express shares in Q4 2025, an estimated $287K.
  • Mustard Seed Financial first reported a position in American Express in Q3 2024 and held it in 5 quarters.
  • Mustard Seed Financial's American Express position peaked at $287K in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Mustard Seed Financial's 13F filing for Q4 2025, filed 23 Jan 2026.