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Carolinas Wealth Consulting’s American Express AXP Stock Holding History

Carolinas 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
Q2 		– Sell
-50
Closed -$13.5K – 76
2025
Q1 		$13.5K Buy
50
+5
+11% +$1.48K ﹤0.01% 497
2024
Q4 		$13.4K Hold
45
– – ﹤0.01% 518
2024
Q3 		$12.2K Buy
45
+5
+13% +$1.25K ﹤0.01% 537
2024
Q2 		$9.26K Sell
40
-1
-2% -$232 ﹤0.01% 568
2024
Q1 		$9.34K Sell
41
-9
-18% -$1.87K ﹤0.01% 570
2023
Q4 		$9.37K Buy
50
+14
+39% +$2.25K ﹤0.01% 550
2023
Q3 		$5.26K Hold
36
– – ﹤0.01% 597
2023
Q2 		$6.27K Hold
36
– – ﹤0.01% 653
2023
Q1 		$5.94K Hold
36
– – ﹤0.01% 666
2022
Q4 		$5.32K Hold
36
– – ﹤0.01% 687
2022
Q3 		$5K Hold
36
– – ﹤0.01% 650
2022
Q2 		$5K Hold
36
– – ﹤0.01% 646
2022
Q1 		$7K Sell
36
-2
-5% -$361 ﹤0.01% 654
2021
Q4 		$6K Hold
38
– – ﹤0.01% 679
2021
Q3 		$6K Hold
38
– – ﹤0.01% 644
2021
Q2 		$6K Sell
38
-87
-70% -$13.6K ﹤0.01% 667
2021
Q1 		$18K Sell
125
-3
-2% -$396 ﹤0.01% 524
2020
Q4 		$16K Sell
128
-22
-15% -$2.44K ﹤0.01% 509
2020
Q3 		$15K Buy
150
+16
+12% +$1.57K 0.01% 423
2020
Q2 		$13K Buy
+134
New +$12.3K 0.01% 317

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Carolinas Wealth Consulting's AXP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of American Express (AXP) in Q2 2025, closing a stake of 50 shares — an estimated $13.5K sold.

Carolinas Wealth Consulting first reported a position in AXP in Q2 2020 and held it in 20 quarters. The position peaked at $18K in Q1 2021. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 American Express shares in Q2 2025, an estimated $13.5K.
  • Carolinas Wealth Consulting first reported a position in American Express in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's American Express position peaked at $18K in Q1 2021.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.