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Apexium Financial’s American Express AXP Stock Holding History

Apexium Financial’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 		$564K Buy
1,699
+10
+0.6% +$3.18K 0.03% 180
2025
Q2 		$539K Buy
1,689
+25
+2% +$7.04K 0.03% 175
2025
Q1 		$448K Sell
1,664
-604
-27% -$179K 0.03% 182
2024
Q4 		$673K Buy
2,268
+1,207
+114% +$347K 0.04% 139
2024
Q3 		$288K Buy
1,061
+28
+3% +$6.97K 0.02% 192
2024
Q2 		$239K Hold
1,033
– – 0.02% 200
2024
Q1 		$235K Buy
+1,033
New +$214K 0.02% 205

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

Apexium Financial's AXP Position: Q3 2025 in Review

Apexium Financial increased its American Express (AXP) stake by 0.59% in Q3 2025, buying an estimated $3.18K and bringing the position to 1,699 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #180.

Apexium Financial first reported a position in AXP in Q1 2024 and has held it in 7 quarters since. The position peaked at $673K in Q4 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Apexium Financial held 1,699 shares of American Express worth $564K as of Q3 2025.
  • Apexium Financial bought 10 American Express shares in Q3 2025, an estimated $3.18K.
  • American Express made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #180 holding.
  • Apexium Financial first reported a position in American Express in Q1 2024 and has held it in 7 quarters since.
  • Apexium Financial's American Express position peaked at $673K in Q4 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.