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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
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
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

Mystic Asset Management's AXP Position: Q1 2026 in Review

Mystic Asset Management increased its American Express (AXP) stake by 1.9% in Q1 2026, buying an estimated $30.2K and bringing the position to 4,860 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #77.

Mystic Asset Management first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mystic Asset Management held 4,860 shares of American Express worth $1.47M as of Q1 2026.
  • Mystic Asset Management bought 90 American Express shares in Q1 2026, an estimated $30.2K.
  • American Express made up 0.34% of Mystic Asset Management's portfolio in Q1 2026, its #77 holding.
  • Mystic Asset Management first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Mystic Asset Management's American Express position peaked at $1.76M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.