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Avantax Advisory Services’s American Express AXP Stock Holding History

Avantax Advisory Services’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
Q2 		$8.35M Buy
26,170
+469
+2% +$132K 0.05% 314
2025
Q1 		$6.91M Sell
25,701
-614
-2% -$181K 0.04% 325
2024
Q4 		$7.81M Buy
26,315
+1,564
+6% +$449K 0.05% 284
2024
Q3 		$6.71M Buy
24,751
+2,133
+9% +$531K 0.04% 323
2024
Q2 		$5.24M Buy
22,618
+7,110
+46% +$1.65M 0.04% 354
2024
Q1 		$3.53M Sell
15,508
-2,158
-12% -$447K 0.03% 388
2023
Q4 		$3.31M Buy
17,666
+3,731
+27% +$601K 0.03% 374
2023
Q3 		$2.08M Sell
13,935
-137
-1% -$22.4K 0.02% 450
2023
Q2 		$2.45M Sell
14,072
-956
-6% -$154K 0.03% 400
2023
Q1 		$2.48M Sell
15,028
-776
-5% -$129K 0.03% 379
2022
Q4 		$2.34M Buy
15,804
+1,434
+10% +$212K 0.03% 375
2022
Q3 		$1.94M Sell
14,370
-998
-6% -$151K 0.03% 383
2022
Q2 		$2.13M Sell
15,368
-5,732
-27% -$947K 0.03% 362
2022
Q1 		$3.94M Buy
21,100
+6,802
+48% +$1.23M 0.05% 245
2021
Q4 		$2.34M Buy
14,298
+1,946
+16% +$332K 0.04% 340
2021
Q3 		$2.07M Buy
12,352
+1,689
+16% +$282K 0.03% 327
2021
Q2 		$1.76M Sell
10,663
-265
-2% -$41.5K 0.03% 358
2021
Q1 		$1.55M Sell
10,928
-2,672
-20% -$353K 0.03% 343
2020
Q4 		$1.65M Sell
13,600
-12,869
-49% -$1.43M 0.04% 303
2020
Q3 		$2.66M Buy
26,469
+14,114
+114% +$1.39M 0.04% 310
2020
Q2 		$1.18M Buy
12,355
+1,487
+14% +$137K 0.03% 312
2020
Q1 		$931K Buy
10,868
+3,500
+48% +$407K 0.03% 316
2019
Q4 		$913K Buy
7,368
+2,574
+54% +$308K 0.02% 352
2019
Q3 		$569K Buy
4,794
+244
+5% +$29.9K 0.02% 304
2019
Q2 		$562K Buy
4,550
+1,677
+58% +$197K 0.02% 276
2019
Q1 		$314K Buy
2,873
+77
+3% +$8.09K 0.02% 344
2018
Q4 		$268K Buy
+2,796
New +$293K 0.05% 317

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Avantax Advisory Services's AXP Position: Q2 2025 in Review

Avantax Advisory Services increased its American Express (AXP) stake by 1.8% in Q2 2025, buying an estimated $132K and bringing the position to 26,170 shares worth $8.35M. The position accounts for 0.05% of the portfolio, ranked #314.

Avantax Advisory Services first reported a position in AXP in Q4 2018 and has held it in 27 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Avantax Advisory Services held 26,170 shares of American Express worth $8.35M as of Q2 2025.
  • Avantax Advisory Services bought 469 American Express shares in Q2 2025, an estimated $132K.
  • American Express made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #314 holding.
  • Avantax Advisory Services first reported a position in American Express in Q4 2018 and has held it in 27 quarters since.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.