Bristlecone Advisors’s American Express AXP Stock Holding History

Bristlecone Advisors’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	$349K	Hold	1,051	–	–	0.03%	189
2025 Q2	$335K	Sell	1,051 -25	-2%	-$7.04K	0.03%	180
2025 Q1	$289K	Hold	1,076	–	–	0.02%	238
2024 Q4	$319K	Hold	1,076	–	–	0.02%	235
2024 Q3	$292K	Hold	1,076	–	–	0.02%	243
2024 Q2	$249K	Hold	1,076	–	–	0.02%	250
2024 Q1	$245K	Hold	1,076	–	–	0.02%	256
2023 Q4	$202K	Buy	+1,076	New	+$173K	0.02%	266
2020 Q1	–	Sell	-2,318	Closed	-$289K	–	154
2019 Q4	$289K	Buy	+2,318	New	+$277K	0.06%	168
2019 Q3	–	Sell	-2,318	Closed	-$286K	–	142
2019 Q2	$286K	Buy	+2,318	New	+$272K	0.07%	152
2017 Q4	–	Sell	-301	Closed	-$27K	–	159
2017 Q3	$27K	Buy	+301	New	+$25.9K	0.01%	231

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bristlecone Advisors's AXP Position: Q3 2025 in Review

Bristlecone Advisors held its American Express (AXP) position steady in Q3 2025 at 1,051 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #189.

Bristlecone Advisors first reported a position in AXP in Q3 2017 and has held it in 11 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Bristlecone Advisors held 1,051 shares of American Express worth $349K as of Q3 2025.
Bristlecone Advisors left its American Express share count unchanged in Q3 2025.
American Express made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #189 holding.
Bristlecone Advisors first reported a position in American Express in Q3 2017 and has held it in 11 quarters since.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.