AXP AMERICAN EXPRESS CO

Ownership history in Mill Capital Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Mill Capital Management, LLC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.25% (2025 Q4)
Avg. % of fund
2.4%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 121,769 -3,713 -3.0% 3.25% $45.0M $369.13
2025 Q3 ADDED 125,482 +103 +0.1% 3.09% $41.7M $330.59
2025 Q2 ADDED 125,379 +88 +0.1% 3.13% $40.0M $316.67
2025 Q1 REDUCED 125,291 -1,099 -0.9% 2.70% $33.7M $266.22
2024 Q4 REDUCED 126,390 -1,592 -1.2% 2.96% $37.5M $292.98
2024 Q3 ADDED 127,982 +363 +0.3% 2.71% $34.7M $267.02
2024 Q2 ADDED 127,619 +257 +0.2% 2.44% $29.6M $227.30
2024 Q1 REDUCED 127,362 -67 -0.1% 2.42% $29.0M $222.82
2023 Q4 ADDED 127,429 +120 +0.1% 2.13% $23.9M $182.74
2023 Q3 ADDED 127,309 +317 +0.2% 1.86% $19.0M $144.93
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXP price (monthly, adj. close)
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