BAWC
AXP icon

Boyce & Associates Wealth Consulting’s American Express AXP Stock Holding History

Boyce & Associates Wealth Consulting’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
Q4 		– Sell
-806
Closed -$268K – 76
2025
Q3 		$268K Buy
+806
New +$256K 0.22% 60

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 $3.37T AUM 44.26% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AXP Position: Q4 2025 in Review

Boyce & Associates Wealth Consulting sold out of American Express (AXP) in Q4 2025, closing a stake of 806 shares — an estimated $268K sold.

Boyce & Associates Wealth Consulting first reported a position in AXP in Q3 2025 and held it in 1 quarter. The position peaked at $268K in Q3 2025. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Boyce & Associates Wealth Consulting reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 806 American Express shares in Q4 2025, an estimated $268K.
  • Boyce & Associates Wealth Consulting first reported a position in American Express in Q3 2025 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's American Express position peaked at $268K in Q3 2025.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2025, filed 20 Jan 2026.