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Achmea Investment Management’s American Express AXP Stock Holding History

Achmea Investment 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
Q4 		– Sell
-133,337
Closed -$44.3M – 139
2025
Q3 		$44.3M Sell
133,337
-2,697
-2% -$858K 0.55% 38
2025
Q2 		$43.4M Sell
136,034
-4,047
-3% -$1.14M 0.56% 36
2025
Q1 		$37.7M Buy
140,081
+21,605
+18% +$6.39M 0.55% 42
2024
Q4 		$35.2M Buy
118,476
+56,525
+91% +$16.2M 0.58% 35
2024
Q3 		$16.8M Buy
61,951
+59,472
+2,399% +$14.8M 0.28% 91
2024
Q2 		$574K Hold
2,479
– – 0.01% 386
2024
Q1 		$565K Hold
2,479
– – 0.01% 399
2023
Q4 		$464K Sell
2,479
-17,106
-87% -$2.75M 0.01% 451
2023
Q3 		$2.92M Sell
19,585
-2,023
-9% -$331K 0.06% 275
2023
Q2 		$3.76M Buy
21,608
+2,501
+13% +$404K 0.08% 251
2023
Q1 		$3.15M Sell
19,107
-10,891
-36% -$1.81M 0.09% 231
2022
Q4 		$4.15M Sell
29,998
-21,331
-42% -$3.16M 0.14% 183
2022
Q3 		$6.92M Buy
51,329
+1,113
+2% +$168K 0.25% 104
2022
Q2 		$6.96M Sell
50,216
-925
-2% -$153K 0.23% 114
2022
Q1 		$9.56M Sell
51,141
-6,401
-11% -$1.16M 0.25% 94
2021
Q4 		$9.41M Buy
+57,542
New +$9.81M 0.45% 51
2020
Q1 		– Sell
-95,471
Closed -$11.9M – 282
2019
Q4 		$11.9M Sell
95,471
-732
-0.8% -$87.5K 0.46% 46
2019
Q3 		$11.4M Hold
96,203
– – 0.45% 44
2019
Q2 		$11.9M Sell
96,203
-5,995
-6% -$704K 0.45% 51
2019
Q1 		$11.2M Buy
102,198
+7,572
+8% +$796K 0.47% 50
2018
Q4 		$9.02M Buy
94,626
+3,410
+4% +$357K 0.42% 55
2018
Q3 		$9.71M Sell
91,216
-15,842
-15% -$1.65M 0.37% 66
2018
Q2 		$10.5M Sell
107,058
-40,234
-27% -$3.95M 0.37% 69
2018
Q1 		$13.7M Sell
147,292
-33,278
-18% -$3.22M 0.46% 50
2017
Q4 		$17.9M Buy
180,570
+84,613
+88% +$8.06M 0.6% 37
2017
Q3 		$8.68M Buy
95,957
+1,578
+2% +$136K 0.49% 45
2017
Q2 		$7.95M Sell
94,379
-7,395
-7% -$585K 0.48% 45
2017
Q1 		$8.05M Buy
+101,774
New +$7.96M 0.38% 60

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

Achmea Investment Management's AXP Position: Q4 2025 in Review

Achmea Investment Management sold out of American Express (AXP) in Q4 2025, closing a stake of 133,337 shares — an estimated $44.3M sold.

Achmea Investment Management first reported a position in AXP in Q1 2017 and held it in 28 quarters. The position peaked at $44.3M in Q3 2025. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Achmea Investment Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 133,337 American Express shares in Q4 2025, an estimated $44.3M.
  • Achmea Investment Management first reported a position in American Express in Q1 2017 and held it in 28 quarters.
  • Achmea Investment Management's American Express position peaked at $44.3M in Q3 2025.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.