CarsonAllaria Wealth Management’s American Express AXP Stock Holding History

CarsonAllaria 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	–	Sell	-48	Closed	-$15.4K	–	93
2025 Q2	$15.4K	Hold	48	–	–	0.01%	221
2025 Q1	$12.9K	Buy	48 +1	+2%	+$296	0.01%	234
2024 Q4	$14.2K	Hold	47	–	–	0.01%	221
2024 Q3	$13K	Hold	47	–	–	0.01%	239
2024 Q2	$11.1K	Hold	47	–	–	0.01%	242
2024 Q1	$10.8K	Hold	47	–	–	0.01%	241
2023 Q4	$8.89K	Hold	47	–	–	0.01%	222
2023 Q3	$7.05K	Buy	+47	New	+$7.69K	0.01%	233

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

CarsonAllaria Wealth Management's AXP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of American Express (AXP) in Q3 2025, closing a stake of 48 shares — an estimated $15.4K sold.

CarsonAllaria Wealth Management first reported a position in AXP in Q3 2023 and held it in 8 quarters. The position peaked at $15.4K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 48 American Express shares in Q3 2025, an estimated $15.4K.
CarsonAllaria Wealth Management first reported a position in American Express in Q3 2023 and held it in 8 quarters.
CarsonAllaria Wealth Management's American Express position peaked at $15.4K in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.