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Alexander Randolph Advisory’s American Express AXP Stock Holding History

Alexander Randolph Advisory’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
2026
Q1 		$1.02M Sell
3,370
-83
-2% -$27.8K 0.88% 24
2025
Q4 		$1.28M Hold
3,453
– – 1.06% 22
2025
Q3 		$1.15M Sell
3,453
-35
-1% -$11.1K 0.95% 26
2025
Q2 		$1.11M Sell
3,488
-224
-6% -$63K 1% 24
2025
Q1 		$999K Sell
3,712
-28
-0.7% -$8.28K 0.98% 25
2024
Q4 		$1.11M Sell
3,740
-67
-2% -$19.2K 1.03% 23
2024
Q3 		$1.03M Sell
3,807
-105
-3% -$26.1K 0.91% 27
2024
Q2 		$906K Sell
3,912
-28
-0.7% -$6.49K 0.85% 28
2024
Q1 		$897K Sell
3,940
-201
-5% -$41.7K 0.79% 29
2023
Q4 		$776K Buy
+4,141
New +$667K 0.71% 29

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM