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NDVR Inc’s American Express AXP Stock Holding History

NDVR Inc’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 		$329K Sell
890
-135
-13% -$48.3K 0.27% 44
2025
Q3 		$340K Hold
1,025
– – 0.28% 45
2025
Q2 		$327K Sell
1,025
-48
-4% -$13.5K 0.31% 48
2025
Q1 		$289K Sell
1,073
-1
-0.1% -$296 0.29% 58
2024
Q4 		$319K Buy
1,074
+102
+10% +$29.3K 0.31% 43
2024
Q3 		$263K Buy
+972
New +$242K 0.27% 60

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

NDVR Inc's AXP Position: Q4 2025 in Review

NDVR Inc reduced its American Express (AXP) stake by 13% in Q4 2025, selling an estimated $48.3K and leaving 890 shares worth $329K. The position accounts for 0.27% of the portfolio, ranked #44.

NDVR Inc first reported a position in AXP in Q3 2024 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • NDVR Inc held 890 shares of American Express worth $329K as of Q4 2025.
  • NDVR Inc sold 135 American Express shares in Q4 2025, an estimated $48.3K.
  • American Express made up 0.27% of NDVR Inc's portfolio in Q4 2025, its #44 holding.
  • NDVR Inc first reported a position in American Express in Q3 2024 and has held it in 6 quarters since.
  • NDVR Inc's American Express position peaked at $340K in Q3 2025.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.