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Oldfather Financial Services’s American Express AXP Stock Holding History

Oldfather Financial Services’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 		$2.84M Buy
7,688
+175
+2% +$62.6K 0.85% 21
2025
Q3 		$2.5M Hold
7,513
– – 0.78% 22
2025
Q2 		$2.4M Sell
7,513
-4
-0.1% -$1.13K 0.82% 21
2025
Q1 		$2.02M Buy
7,517
+2
+0% +$591 0.77% 21
2024
Q4 		$2.23M Hold
7,515
– – 0.85% 20
2024
Q3 		$2.04M Buy
7,515
+15
+0.2% +$3.73K 0.78% 21
2024
Q2 		$1.74M Sell
7,500
-495
-6% -$115K 0.71% 21
2024
Q1 		$1.82M Hold
7,995
– – 0.75% 21
2023
Q4 		$1.5M Sell
7,995
-27
-0.3% -$4.35K 0.67% 23
2023
Q3 		$1.2M Sell
8,022
-304
-4% -$49.7K 0.61% 24
2023
Q2 		$1.45M Sell
8,326
-300
-3% -$48.4K 0.71% 21
2023
Q1 		$1.42M Buy
8,626
+3,331
+63% +$553K 0.74% 23
2022
Q4 		$782K Sell
5,295
-64
-1% -$9.48K 0.45% 32
2022
Q3 		$723K Sell
5,359
-379
-7% -$57.4K 0.45% 30
2022
Q2 		$870K Sell
5,738
-22
-0.4% -$3.63K 0.5% 29
2022
Q1 		$1.05M Sell
5,760
-3
-0.1% -$542 0.57% 27
2021
Q4 		$1.14M Buy
5,763
+68
+1% +$11.6K 0.6% 27
2021
Q3 		$1.04M Hold
5,695
– – 0.53% 28
2021
Q2 		$965K Hold
5,695
– – 0.53% 28
2021
Q1 		$837K Hold
5,695
– – 0.48% 28
2020
Q4 		$719K Sell
5,695
-124
-2% -$13.7K 0.43% 27
2020
Q3 		$610K Hold
5,819
– – 0.43% 28
2020
Q2 		$551K Hold
5,819
– – 0.43% 32
2020
Q1 		$484K Hold
5,819
– – 0.46% 28
2019
Q4 		$766K Buy
+5,819
New +$695K 0.71% 22

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

Oldfather Financial Services's AXP Position: Q4 2025 in Review

Oldfather Financial Services increased its American Express (AXP) stake by 2.3% in Q4 2025, buying an estimated $62.6K and bringing the position to 7,688 shares worth $2.84M. The position accounts for 0.85% of the portfolio, ranked #21.

Oldfather Financial Services first reported a position in AXP in Q4 2019 and has held it in 25 quarters since. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Oldfather Financial Services held 7,688 shares of American Express worth $2.84M as of Q4 2025.
  • Oldfather Financial Services bought 175 American Express shares in Q4 2025, an estimated $62.6K.
  • American Express made up 0.85% of Oldfather Financial Services's portfolio in Q4 2025, its #21 holding.
  • Oldfather Financial Services first reported a position in American Express in Q4 2019 and has held it in 25 quarters since.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.