AFWM
AXP icon

Abich Financial Wealth Management’s American Express AXP Stock Holding History

Abich Financial 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 		$11.6K Buy
+35
New +$11.1K ﹤0.01% 458
2024
Q3 		$6.51K Sell
24
-37
-61% -$9.21K 0.01% 237
2024
Q2 		$14.1K Buy
61
+31
+103% +$7.18K 0.01% 244
2024
Q1 		$6.83K Sell
30
-44
-59% -$9.12K 0.01% 264
2023
Q4 		$13.9K Buy
+74
New +$11.9K 0.01% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Abich Financial Wealth Management's AXP Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in American Express (AXP) in Q3 2025: 35 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in AXP as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in AXP in Q4 2023 and has held it in 5 quarters since. The position peaked at $14.1K in Q2 2024. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Abich Financial Wealth Management held 35 shares of American Express worth $11.6K as of Q3 2025.
  • American Express was a new Abich Financial Wealth Management position in Q3 2025.
  • American Express made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #458 holding.
  • Abich Financial Wealth Management first reported a position in American Express in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's American Express position peaked at $14.1K in Q2 2024.
  • 2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.