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Centricity Wealth Management’s American Express AXP Stock Holding History

Centricity 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
Q2 		$200K Hold
627
– – 0.16% 74
2025
Q1 		$169K Buy
627
+46
+8% +$13.6K 0.15% 80
2024
Q4 		$172K Buy
+581
New +$167K 0.16% 82

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Centricity Wealth Management's AXP Position: Q2 2025 in Review

Centricity Wealth Management held its American Express (AXP) position steady in Q2 2025 at 627 shares worth $200K. The position accounts for 0.16% of the portfolio, ranked #74.

Centricity Wealth Management first reported a position in AXP in Q4 2024 and has held it in 3 quarters since. 2,716 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Centricity Wealth Management held 627 shares of American Express worth $200K as of Q2 2025.
  • Centricity Wealth Management left its American Express share count unchanged in Q2 2025.
  • American Express made up 0.16% of Centricity Wealth Management's portfolio in Q2 2025, its #74 holding.
  • Centricity Wealth Management first reported a position in American Express in Q4 2024 and has held it in 3 quarters since.
  • 2,716 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.