Berry Wealth Group’s American Express AXP Stock Holding History

Berry Wealth 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	-960	Closed	-$306K	–	36
2025 Q2	$306K	Sell	960 -142	-13%	-$40K	0.21%	65
2025 Q1	$296K	Buy	+1,102	New	+$326K	0.23%	64

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

Berry Wealth Group's AXP Position: Q3 2025 in Review

Berry Wealth Group sold out of American Express (AXP) in Q3 2025, closing a stake of 960 shares — an estimated $306K sold.

Berry Wealth Group first reported a position in AXP in Q1 2025 and held it in 2 quarters. The position peaked at $306K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Berry Wealth Group reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 960 American Express shares in Q3 2025, an estimated $306K.
Berry Wealth Group first reported a position in American Express in Q1 2025 and held it in 2 quarters.
Berry Wealth Group's American Express position peaked at $306K in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.