Mystic Asset Management’s American Express AXP Stock Holding History

Mystic Asset 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	$1.49M	Sell	4,403 -457	-9%	-$146K	0.32%	76
2026 Q1	$1.47M	Buy	4,860 +90	+2%	+$30.2K	0.34%	77
2025 Q4	$1.76M	Buy	4,770 +58	+1%	+$20.8K	0.4%	66
2025 Q3	$1.57M	Sell	4,712 -30	-0.6%	-$9.54K	0.35%	74
2025 Q2	$1.51M	Buy	4,742 +25	+0.5%	+$7.04K	0.37%	73
2025 Q1	$1.27M	Buy	4,717 +1,085	+30%	+$321K	0.33%	81
2024 Q4	$1.08M	Buy	3,632 +1,489	+69%	+$428K	0.29%	85
2024 Q3	$581K	Hold	2,143	–	–	0.22%	106
2024 Q2	$496K	Sell	2,143 -20	-0.9%	-$4.63K	0.2%	105
2024 Q1	$492K	Sell	2,163 -33	-2%	-$6.84K	0.2%	109
2023 Q4	$411K	Buy	2,196 +141	+7%	+$22.7K	0.2%	113
2023 Q3	$307K	Sell	2,055 -125	-6%	-$20.4K	0.17%	118
2023 Q2	$380K	Sell	2,180 -50	-2%	-$8.07K	0.2%	111
2023 Q1	$368K	Sell	2,230 -160	-7%	-$26.5K	0.2%	111
2022 Q4	$353K	Buy	2,390 +700	+41%	+$104K	0.2%	112
2022 Q3	$227K	Buy	1,690 +25	+2%	+$3.78K	0.15%	131
2022 Q2	$230K	Buy	1,665 +240	+17%	+$39.6K	0.14%	140
2022 Q1	$266K	Buy	1,425 +120	+9%	+$21.7K	0.14%	136
2021 Q4	$213K	Buy	+1,305	New	+$223K	0.1%	151

Other funds holding AXP

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Mystic Asset Management's AXP Position: Q2 2026 in Review

Mystic Asset Management reduced its American Express (AXP) stake by 9.4% in Q2 2026, selling an estimated $146K and leaving 4,403 shares worth $1.49M. The position accounts for 0.32% of the portfolio, ranked #76.

Mystic Asset Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Mystic Asset Management held 4,403 shares of American Express worth $1.49M as of Q2 2026.
Mystic Asset Management sold 457 American Express shares in Q2 2026, an estimated $146K.
American Express made up 0.32% of Mystic Asset Management's portfolio in Q2 2026, its #76 holding.
Mystic Asset Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Mystic Asset Management's American Express position peaked at $1.76M in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.