AXP — AMERICAN EXPRESS CO

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH 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
1.02% (2024 Q3)
Avg. % of fund
0.91%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,039 +154 +1.7% 0.88% $3.3M $369.13
2025 Q3 ADDED 8,885 +47 +0.5% 0.80% $3.0M $330.59
2025 Q2 ADDED 8,838 +113 +1.3% 0.92% $2.8M $316.67
2025 Q1 REDUCED 8,725 -12 -0.1% 0.91% $2.3M $266.22
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXP price (monthly, adj. close)

Other funds also holding AXP

As of 2025 Q4 — sorted by position size

BERKSHIRE HATHAWAY INC 3Y 7Y 20.46% Rothschild & Co Wealth Management UK Ltd 3Y 16.91% Aquamarine Zurich AG 3Y 16.3% LB Partners LLC 10.93% Colter Lewis Investment Partners LLC 10.26% CACTI ASSET MANAGEMENT LLC 3Y 7Y 8.85% MFF Capital Investments Ltd 8.82% Bretton Capital Management, LLC 7.15% GFI Investment Counsel Ltd. 3Y 7Y 6.92% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 6.89%
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