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Balboa Wealth Partners’s American Express AXP Stock Holding History

Balboa Wealth Partners’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
2026
Q1 		$1.92M Sell
6,333
-873
-12% -$293K 0.32% 53
2025
Q4 		$2.67M Buy
7,206
+188
+3% +$67.3K 0.44% 42
2025
Q3 		$2.33M Sell
7,018
-305
-4% -$97K 0.4% 43
2025
Q2 		$2.34M Buy
7,323
+810
+12% +$228K 0.47% 45
2025
Q1 		$1.75M Buy
6,513
+820
+14% +$242K 0.42% 45
2024
Q4 		$1.69M Buy
5,693
+2,836
+99% +$815K 0.39% 51
2024
Q3 		$775K Buy
2,857
+253
+10% +$63K 0.19% 97
2024
Q2 		$603K Buy
+2,604
New +$603K 0.16% 113
2023
Q2 		– Sell
-1,986
Closed -$328K – 303
2023
Q1 		$328K Buy
1,986
+555
+39% +$92.1K 0.12% 149
2022
Q4 		$212K Buy
+1,431
New +$212K 0.1% 204

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM