BayBridge Capital Group’s American Express AXP Stock Holding History

BayBridge Capital Group’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	-1,012	Closed	-$323K	–	97
2025 Q2	$323K	Buy	1,012 +123	+14%	+$34.6K	0.21%	75
2025 Q1	$239K	Sell	889 -4,813	-84%	-$1.42M	0.17%	81
2024 Q4	$1.69M	Sell	5,702 -46	-0.8%	-$13.2K	1.23%	18
2024 Q3	$1.56M	Sell	5,748 -68	-1%	-$16.9K	1.12%	19
2024 Q2	$1.35M	Sell	5,816 -39	-0.7%	-$9.03K	1.05%	25
2024 Q1	$1.36M	Sell	5,855 -5	-0.1%	-$1.04K	1.19%	16
2023 Q4	$1.07M	Buy	+5,860	New	+$943K	0.99%	30

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

BayBridge Capital Group's AXP Position: Q3 2025 in Review

BayBridge Capital Group sold out of American Express (AXP) in Q3 2025, closing a stake of 1,012 shares — an estimated $323K sold.

BayBridge Capital Group first reported a position in AXP in Q4 2023 and held it in 7 quarters. The position peaked at $1.69M in Q4 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

BayBridge Capital Group reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
BayBridge Capital Group sold 1,012 American Express shares in Q3 2025, an estimated $323K.
BayBridge Capital Group first reported a position in American Express in Q4 2023 and held it in 7 quarters.
BayBridge Capital Group's American Express position peaked at $1.69M in Q4 2024.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on BayBridge Capital Group's 13F filing for Q3 2025, filed 15 Oct 2025.