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Brass Tax Wealth Management’s American Express AXP Stock Holding History

Brass Tax Wealth Management’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 		$390K Buy
1,174
+17
+1% +$5.41K 0.06% 148
2025
Q2 		$369K Buy
1,157
+16
+1% +$4.5K 0.07% 142
2025
Q1 		$307K Buy
1,141
+1
+0.1% +$296 0.06% 153
2024
Q4 		$338K Sell
1,140
-99
-8% -$28.4K 0.07% 129
2024
Q3 		$336K Buy
+1,239
New +$309K 0.07% 129

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

Brass Tax Wealth Management's AXP Position: Q3 2025 in Review

Brass Tax Wealth Management increased its American Express (AXP) stake by 1.5% in Q3 2025, buying an estimated $5.41K and bringing the position to 1,174 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #148.

Brass Tax Wealth Management first reported a position in AXP in Q3 2024 and has held it in 5 quarters since. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Brass Tax Wealth Management held 1,174 shares of American Express worth $390K as of Q3 2025.
  • Brass Tax Wealth Management bought 17 American Express shares in Q3 2025, an estimated $5.41K.
  • American Express made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #148 holding.
  • Brass Tax Wealth Management first reported a position in American Express in Q3 2024 and has held it in 5 quarters since.
  • 2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.