Better Money Decisions’s American Express AXP Stock Holding History

Better Money Decisions’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	$203K	Buy	+637	New	+$179K	0.12%	73
2022 Q3	–	Sell	-619	Closed	-$86K	–	85
2022 Q2	$86K	Buy	+619	New	+$102K	0.07%	105
2021 Q4	–	Sell	-721	Closed	-$121K	–	109
2021 Q3	$121K	Buy	721 +2	+0.3%	+$334	0.1%	94
2021 Q2	$119K	Buy	719 +2	+0.3%	+$313	0.11%	92
2021 Q1	$101K	Buy	+717	New	+$94.7K	0.1%	82

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Better Money Decisions's AXP Position: Q2 2025 in Review

Better Money Decisions opened a new position in American Express (AXP) in Q2 2025: 637 shares worth $203K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings. This is a return to the name: Better Money Decisions previously reported a position in AXP as recently as Q2 2022.

Better Money Decisions first reported a position in AXP in Q1 2021 and has held it in 5 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Better Money Decisions held 637 shares of American Express worth $203K as of Q2 2025.
American Express was a new Better Money Decisions position in Q2 2025.
American Express made up 0.12% of Better Money Decisions's portfolio in Q2 2025, its #73 holding.
Better Money Decisions first reported a position in American Express in Q1 2021 and has held it in 5 quarters since.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.