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Advisor Resource Council’s American Express AXP Stock Holding History

Advisor Resource Council’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 		– Sell
-1,862
Closed -$594K – 57
2025
Q2 		$594K Sell
1,862
-878
-32% -$247K 0.23% 68
2025
Q1 		$237K Buy
+2,740
New +$810K 0.02% 518
2024
Q4 		– Sell
-3,006
Closed -$815K – 89
2024
Q3 		$815K Buy
+3,006
New +$749K 0.37% 69
2024
Q2 		– Sell
-3,167
Closed -$593K – 84
2024
Q1 		$593K Buy
+3,167
New +$657K 0.25% 96
2023
Q4 		– Sell
-3,247
Closed -$484K – 487
2023
Q3 		$484K Buy
3,247
+262
+9% +$42.9K 0.25% 71
2023
Q2 		$520K Sell
2,985
-405
-12% -$65.3K 0.23% 70
2023
Q1 		$549K Buy
3,390
+305
+10% +$50.6K 0.14% 166
2022
Q4 		$456K Sell
3,085
-15
-0.5% -$2.22K 0.22% 84
2022
Q3 		$418K Sell
3,100
-1,339
-30% -$203K 0.28% 92
2022
Q2 		$616K Sell
4,439
-5,184
-54% -$856K 0.06% 261
2022
Q1 		$1.8M Sell
9,623
-1,720
-15% -$311K 0.54% 50
2021
Q4 		$1.86M Buy
11,343
+798
+8% +$136K 0.14% 158
2021
Q3 		$1.77M Sell
10,545
-220
-2% -$36.8K 0.54% 49
2021
Q2 		$1.78M Buy
+10,765
New +$1.69M 0.19% 120

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

Advisor Resource Council's AXP Position: Q3 2025 in Review

Advisor Resource Council sold out of American Express (AXP) in Q3 2025, closing a stake of 1,862 shares — an estimated $594K sold.

Advisor Resource Council first reported a position in AXP in Q2 2021 and held it in 14 quarters. The position peaked at $1.86M in Q4 2021. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Advisor Resource Council reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 1,862 American Express shares in Q3 2025, an estimated $594K.
  • Advisor Resource Council first reported a position in American Express in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's American Express position peaked at $1.86M in Q4 2021.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.