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BOK Financial Private Wealth’s American Express AXP Stock Holding History

BOK Financial Private Wealth’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
-66
Closed -$21.1K – 386
2025
Q2 		$21.1K Hold
66
– – ﹤0.01% 316
2025
Q1 		$17.8K Sell
66
-25
-27% -$7.39K ﹤0.01% 352
2024
Q4 		$27K Sell
91
-121
-57% -$34.8K ﹤0.01% 307
2024
Q3 		$57.5K Buy
212
+198
+1,414% +$49.3K ﹤0.01% 249
2024
Q2 		$3.24K Hold
14
– – ﹤0.01% 423
2024
Q1 		$3.19K Hold
14
– – ﹤0.01% 417
2023
Q4 		$2.62K Sell
14
-300
-96% -$48.3K ﹤0.01% 432
2023
Q3 		$46.8K Buy
314
+300
+2,143% +$49.1K ﹤0.01% 231
2023
Q2 		$2.44K Sell
14
-34
-71% -$5.49K ﹤0.01% 338
2023
Q1 		$7.92K Buy
48
+34
+243% +$5.64K ﹤0.01% 348
2022
Q4 		$2.07K Hold
14
– – ﹤0.01% 342
2022
Q3 		$2K Hold
14
– – ﹤0.01% 354
2022
Q2 		$2K Sell
14
-2,688
-99% -$444K ﹤0.01% 358
2022
Q1 		$505K Buy
2,702
+869
+47% +$157K 0.04% 171
2021
Q4 		$300K Sell
1,833
-26
-1% -$4.43K 0.02% 224
2021
Q3 		$311K Buy
1,859
+264
+17% +$44.1K 0.02% 187
2021
Q2 		$264K Buy
+1,595
New +$250K 0.02% 190

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's AXP Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of American Express (AXP) in Q3 2025, closing a stake of 66 shares — an estimated $21.1K sold.

BOK Financial Private Wealth first reported a position in AXP in Q2 2021 and held it in 17 quarters. The position peaked at $505K in Q1 2022. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 66 American Express shares in Q3 2025, an estimated $21.1K.
  • BOK Financial Private Wealth first reported a position in American Express in Q2 2021 and held it in 17 quarters.
  • BOK Financial Private Wealth's American Express position peaked at $505K in Q1 2022.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.