AlphaStar Capital Management’s American Express AXP Stock Holding History

AlphaStar Capital 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	–	Sell	-5,328	Closed	-$1.7M	–	213
2025 Q2	$1.7M	Buy	+5,328	New	+$1.5M	0.12%	121
2024 Q4	–	Sell	-4,752	Closed	-$1.29M	–	219
2024 Q3	$1.29M	Buy	4,752 +3,768	+383%	+$938K	0.1%	132
2024 Q2	$228K	Buy	+984	New	+$228K	0.02%	288
2019 Q2	–	Sell	-2,363	Closed	-$258K	–	216
2019 Q1	$258K	Sell	2,363 -473	-17%	-$49.7K	0.07%	174
2018 Q4	$270K	Sell	2,836 -294	-9%	-$30.8K	0.09%	175
2018 Q3	$333K	Sell	3,130 -853	-21%	-$88.7K	0.1%	167
2018 Q2	$390K	Buy	+3,983	New	+$391K	0.12%	153

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AlphaStar Capital Management's AXP Position: Q3 2025 in Review

AlphaStar Capital Management sold out of American Express (AXP) in Q3 2025, closing a stake of 5,328 shares — an estimated $1.7M sold.

AlphaStar Capital Management first reported a position in AXP in Q2 2018 and held it in 7 quarters. The position peaked at $1.7M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

AlphaStar Capital Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 5,328 American Express shares in Q3 2025, an estimated $1.7M.
AlphaStar Capital Management first reported a position in American Express in Q2 2018 and held it in 7 quarters.
AlphaStar Capital Management's American Express position peaked at $1.7M in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.