Atticus Wealth Management’s American Express AXP Stock Holding History

Atticus Wealth 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	-100	Closed	-$31.9K	–	234
2025 Q2	$31.9K	Hold	100	–	–	0.01%	366
2025 Q1	$26.9K	Hold	100	–	–	0.01%	295
2024 Q4	$29.7K	Hold	100	–	–	0.01%	297
2024 Q3	$27.1K	Hold	100	–	–	0.01%	305
2024 Q2	$23.2K	Hold	100	–	–	0.01%	298
2024 Q1	$22.8K	Sell	100 -2,500	-96%	-$518K	0.01%	314
2023 Q4	$487K	Buy	2,600 +100	+4%	+$16.1K	0.17%	70
2023 Q3	$373K	Hold	2,500	–	–	0.14%	86
2023 Q2	$436K	Hold	2,500	–	–	0.16%	84
2023 Q1	$412K	Hold	2,500	–	–	0.16%	83
2022 Q4	$369K	Hold	2,500	–	–	0.15%	89
2022 Q3	$347K	Hold	2,500	–	–	0.17%	82
2022 Q2	$347K	Hold	2,500	–	–	0.14%	96
2022 Q1	$468K	Buy	+2,500	New	+$451K	0.17%	91
2021 Q3	–	Sell	-26	Closed	-$4K	–	403
2021 Q2	$4K	Hold	26	–	–	﹤0.01%	333
2021 Q1	$4K	Sell	26 -43	-62%	-$5.68K	﹤0.01%	309
2020 Q4	$8K	Buy	69 +1	+1%	+$111	﹤0.01%	296
2020 Q3	$7K	Hold	68	–	–	﹤0.01%	267
2020 Q2	$6K	Sell	68 -1,282	-95%	-$118K	﹤0.01%	259
2020 Q1	$116K	Buy	1,350 +73	+6%	+$8.49K	0.09%	108
2019 Q4	$159K	Buy	+1,277	New	+$153K	0.1%	97

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

Atticus Wealth Management's AXP Position: Q3 2025 in Review

Atticus Wealth Management sold out of American Express (AXP) in Q3 2025, closing a stake of 100 shares — an estimated $31.9K sold.

Atticus Wealth Management first reported a position in AXP in Q4 2019 and held it in 21 quarters. The position peaked at $487K in Q4 2023. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Atticus Wealth Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 100 American Express shares in Q3 2025, an estimated $31.9K.
Atticus Wealth Management first reported a position in American Express in Q4 2019 and held it in 21 quarters.
Atticus Wealth Management's American Express position peaked at $487K in Q4 2023.
2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.