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Beacon Capital Management LLC (Tennessee)’s American Express AXP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-346
Closed -$110K – 198
2025
Q2 		$110K Sell
346
-49
-12% -$13.8K 0.01% 193
2025
Q1 		$106K Buy
395
+69
+21% +$20.4K 0.01% 195
2024
Q4 		$96.8K Sell
326
-11
-3% -$3.16K 0.01% 201
2024
Q3 		$91.3K Buy
337
+66
+24% +$16.4K 0.01% 211
2024
Q2 		$62.7K Buy
271
+43
+19% +$9.96K 0.01% 252
2024
Q1 		$51.8K Buy
228
+141
+162% +$29.2K 0.01% 290
2023
Q4 		$12.9K Hold
87
– – ﹤0.01% 458
2023
Q3 		$15.1K Hold
87
– – ﹤0.01% 462
2023
Q2 		$15.1K Buy
87
+1
+1% +$161 ﹤0.01% 462
2023
Q1 		$14.3K Hold
86
– – ﹤0.01% 421
2022
Q4 		$12.8K Sell
86
-196
-70% -$29K ﹤0.01% 454
2022
Q3 		$39K Hold
282
– – 0.01% 243
2022
Q2 		$53K Hold
282
– – 0.01% 230
2022
Q1 		$53K Buy
+282
New +$50.9K 0.01% 230

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AXP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of American Express (AXP) in Q3 2025, closing a stake of 346 shares — an estimated $110K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AXP in Q1 2022 and held it in 14 quarters. The position peaked at $110K in Q2 2025. 2,757 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 346 American Express shares in Q3 2025, an estimated $110K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in American Express in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s American Express position peaked at $110K in Q2 2025.
  • 2,757 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.