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Briaud Financial Planning’s American Express AXP Stock Holding History

Briaud Financial Planning’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
-83
Closed -$26K – 52
2025
Q2 		$26K Buy
+83
New +$23.4K 0.01% 147

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

Briaud Financial Planning's AXP Position: Q3 2025 in Review

Briaud Financial Planning sold out of American Express (AXP) in Q3 2025, closing a stake of 83 shares — an estimated $26K sold.

Briaud Financial Planning first reported a position in AXP in Q2 2025 and held it in 1 quarter. The position peaked at $26K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Briaud Financial Planning reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 83 American Express shares in Q3 2025, an estimated $26K.
  • Briaud Financial Planning first reported a position in American Express in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's American Express position peaked at $26K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.