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AHL Investment Management’s American Express AXP Stock Holding History

AHL 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
Q3 		$3.57M Sell
10,755
-360
-3% -$115K 2.44% 13
2025
Q2 		$3.55M Sell
11,115
-374
-3% -$105K 2.37% 13
2025
Q1 		$3.09M Sell
11,489
-147
-1% -$43.5K 2.13% 15
2024
Q4 		$3.45M Sell
11,636
-670
-5% -$192K 2.42% 13
2024
Q3 		$3.34M Sell
12,306
-25
-0.2% -$6.22K 2.3% 14
2024
Q2 		$2.86M Sell
12,331
-55
-0.4% -$12.7K 2.09% 17
2024
Q1 		$2.82M Sell
12,386
-210
-2% -$43.5K 2.16% 15
2023
Q4 		$2.36M Sell
12,596
-70
-0.6% -$11.3K 1.93% 20
2023
Q3 		$1.89M Sell
12,666
-25
-0.2% -$4.09K 1.68% 23
2023
Q2 		$2.21M Buy
12,691
+9
+0.1% +$1.45K 1.96% 19
2023
Q1 		$2.09M Sell
12,682
-580
-4% -$96.2K 1.93% 19
2022
Q4 		$1.96M Sell
13,262
-70
-0.5% -$10.4K 1.82% 20
2022
Q3 		$1.8M Sell
13,332
-50
-0.4% -$7.57K 1.85% 19
2022
Q2 		$1.85M Buy
13,382
+323
+2% +$53.4K 1.87% 22
2022
Q1 		$2.44M Buy
13,059
+637
+5% +$115K 2.24% 18
2021
Q4 		$2.03M Buy
+12,422
New +$2.12M 1.85% 18

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

AHL Investment Management's AXP Position: Q3 2025 in Review

AHL Investment Management reduced its American Express (AXP) stake by 3.2% in Q3 2025, selling an estimated $115K and leaving 10,755 shares worth $3.57M. The position accounts for 2.44% of the portfolio, ranked #13.

AHL Investment Management first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • AHL Investment Management held 10,755 shares of American Express worth $3.57M as of Q3 2025.
  • AHL Investment Management sold 360 American Express shares in Q3 2025, an estimated $115K.
  • American Express made up 2.44% of AHL Investment Management's portfolio in Q3 2025, its #13 holding.
  • AHL Investment Management first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
  • 2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.