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Accredited Wealth Management’s American Express AXP Stock Holding History

Accredited 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 		$85.9K Sell
106
-152
-59% -$48.3K 0.06% 107
2025
Q2 		$82.4K Buy
+258
New +$72.6K 0.07% 110
2025
Q1 		– Sell
-275
Closed -$81.8K – 382
2024
Q4 		$81.8K Buy
+275
New +$79K 0.07% 113

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

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

Accredited Wealth Management reduced its American Express (AXP) stake by 59% in Q3 2025, selling an estimated $48.3K and leaving 106 shares worth $85.9K. The position accounts for 0.06% of the portfolio, ranked #107.

Accredited Wealth Management first reported a position in AXP in Q4 2024 and has held it in 3 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Accredited Wealth Management held 106 shares of American Express worth $85.9K as of Q3 2025.
  • Accredited Wealth Management sold 152 American Express shares in Q3 2025, an estimated $48.3K.
  • American Express made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #107 holding.
  • Accredited Wealth Management first reported a position in American Express in Q4 2024 and has held it in 3 quarters since.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.