Applied Finance Capital Management’s American Express AXP Stock Holding History

Applied Finance 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	-7,779	Closed	-$2.48M	–	287
2025 Q2	$2.48M	Buy	+7,779	New	+$2.19M	0.17%	63
2025 Q1	–	Sell	-7,196	Closed	-$2.14M	–	300
2024 Q4	$2.14M	Sell	7,196 -193	-3%	-$55.4K	0.09%	63
2024 Q3	$2M	Buy	7,389 +44	+0.6%	+$11K	0.09%	66
2024 Q2	$1.7M	Buy	+7,345	New	+$1.7M	0.08%	70

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

Applied Finance Capital Management's AXP Position: Q3 2025 in Review

Applied Finance Capital Management sold out of American Express (AXP) in Q3 2025, closing a stake of 7,779 shares — an estimated $2.48M sold.

Applied Finance Capital Management first reported a position in AXP in Q2 2024 and held it in 4 quarters. The position peaked at $2.48M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Applied Finance Capital Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Applied Finance Capital Management sold 7,779 American Express shares in Q3 2025, an estimated $2.48M.
Applied Finance Capital Management first reported a position in American Express in Q2 2024 and held it in 4 quarters.
Applied Finance Capital Management's American Express position peaked at $2.48M in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.