1858 Wealth Management’s American Express AXP Stock Holding History

1858 Wealth Management’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 Q3	$546K	Sell	1,645 -54	-3%	-$17.2K	0.38%	50
2025 Q2	$542K	Buy	1,699 +26	+2%	+$7.32K	0.4%	55
2025 Q1	$450K	Sell	1,673 -823	-33%	-$243K	0.38%	56
2024 Q4	$741K	Sell	2,496 -24	-1%	-$6.89K	0.59%	51
2024 Q3	$683K	Sell	2,520 -26	-1%	-$6.47K	0.56%	51
2024 Q2	$590K	Sell	2,546 -331	-12%	-$76.7K	0.49%	60
2024 Q1	$539K	Hold	2,877	–	–	0.51%	58
2023 Q4	$539K	Buy	+2,877	New	+$463K	0.51%	58

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1858 Wealth Management's AXP Position: Q3 2025 in Review

1858 Wealth Management reduced its American Express (AXP) stake by 3.2% in Q3 2025, selling an estimated $17.2K and leaving 1,645 shares worth $546K. The position accounts for 0.38% of the portfolio, ranked #50.

1858 Wealth Management first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $741K in Q4 2024. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

1858 Wealth Management held 1,645 shares of American Express worth $546K as of Q3 2025.
1858 Wealth Management sold 54 American Express shares in Q3 2025, an estimated $17.2K.
American Express made up 0.38% of 1858 Wealth Management's portfolio in Q3 2025, its #50 holding.
1858 Wealth Management first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's American Express position peaked at $741K in Q4 2024.
2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.