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Buck Wealth Strategies’s American Express AXP Stock Holding History

Buck Wealth Strategies’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
-649
Closed -$207K – 174
2025
Q2 		$207K Buy
+649
New +$183K 0.03% 150
2023
Q4 		– Sell
-30
Closed -$4.48K – 89
2023
Q3 		$4.48K Hold
30
– – ﹤0.01% 248
2023
Q2 		$5.23K Hold
30
– – ﹤0.01% 184
2023
Q1 		$4.95K Buy
+30
New +$4.98K ﹤0.01% 132

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

Buck Wealth Strategies's AXP Position: Q3 2025 in Review

Buck Wealth Strategies sold out of American Express (AXP) in Q3 2025, closing a stake of 649 shares — an estimated $207K sold.

Buck Wealth Strategies first reported a position in AXP in Q1 2023 and held it in 4 quarters. The position peaked at $207K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Buck Wealth Strategies reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 649 American Express shares in Q3 2025, an estimated $207K.
  • Buck Wealth Strategies first reported a position in American Express in Q1 2023 and held it in 4 quarters.
  • Buck Wealth Strategies's American Express position peaked at $207K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Buck Wealth Strategies's 13F filing for Q3 2025, filed 4 Nov 2025.