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von Borstel & Associates’s American Express AXP Stock Holding History

von Borstel & Associates’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
-626
Closed -$230K – 53
2025
Q3 		$230K Buy
+626
New +$199K 0.04% 153

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

von Borstel & Associates's AXP Position: Q4 2025 in Review

von Borstel & Associates sold out of American Express (AXP) in Q4 2025, closing a stake of 626 shares — an estimated $230K sold.

von Borstel & Associates first reported a position in AXP in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • von Borstel & Associates reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 626 American Express shares in Q4 2025, an estimated $230K.
  • von Borstel & Associates first reported a position in American Express in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's American Express position peaked at $230K in Q3 2025.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.