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CogentBlue Wealth Advisors’s American Express AXP Stock Holding History

CogentBlue Wealth 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
Q4 		– Sell
-631
Closed -$210K – 76
2025
Q3 		$210K Buy
+631
New +$201K 0.14% 72

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CogentBlue Wealth Advisors's AXP Position: Q4 2025 in Review

CogentBlue Wealth Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 631 shares — an estimated $210K sold.

CogentBlue Wealth Advisors first reported a position in AXP in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • CogentBlue Wealth Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 631 American Express shares in Q4 2025, an estimated $210K.
  • CogentBlue Wealth Advisors first reported a position in American Express in Q3 2025 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's American Express position peaked at $210K in Q3 2025.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on CogentBlue Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.