Almanack Investment Partners’s American Express AXP Stock Holding History

Almanack Investment Partners’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	-865	Closed	-$287K	–	174
2025 Q3	$287K	Sell	865 -43	-5%	-$13.7K	0.04%	156
2025 Q2	$290K	Buy	+908	New	+$256K	0.05%	166
2022 Q4	–	Sell	-395	Closed	-$53K	–	259
2022 Q3	$53K	Buy	+395	New	+$59.8K	0.01%	255
2022 Q1	–	Sell	-1,297	Closed	-$212K	–	504
2021 Q4	$212K	Buy	1,297 +28	+2%	+$4.78K	0.02%	460
2021 Q3	$213K	Buy	1,269 +25	+2%	+$4.18K	0.02%	456
2021 Q2	$206K	Sell	1,244 -170	-12%	-$26.6K	0.02%	401
2021 Q1	$201K	Buy	+1,414	New	+$187K	0.02%	400

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Almanack Investment Partners's AXP Position: Q4 2025 in Review

Almanack Investment Partners sold out of American Express (AXP) in Q4 2025, closing a stake of 865 shares — an estimated $287K sold.

Almanack Investment Partners first reported a position in AXP in Q1 2021 and held it in 7 quarters. The position peaked at $290K in Q2 2025. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Almanack Investment Partners reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Almanack Investment Partners sold 865 American Express shares in Q4 2025, an estimated $287K.
Almanack Investment Partners first reported a position in American Express in Q1 2021 and held it in 7 quarters.
Almanack Investment Partners's American Express position peaked at $290K in Q2 2025.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.