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Congress Wealth Management’s American Express AXP Stock Holding History

Congress 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 		$31.4M Buy
98,480
+48,169
+96% +$13.6M 0.3% 74
2025
Q1 		$13.6M Buy
50,311
+8,216
+20% +$2.43M 0.16% 159
2024
Q4 		$12.5M Sell
42,095
-27,462
-39% -$7.89M 0.17% 170
2024
Q3 		$18.9M Buy
69,557
+24,906
+56% +$6.2M 0.25% 104
2024
Q2 		$10.3M Buy
44,651
+41,173
+1,184% +$9.54M 0.16% 170
2024
Q1 		$792K Sell
3,478
-6,568
-65% -$1.36M 0.01% 395
2023
Q4 		$1.88M Buy
10,046
+6,654
+196% +$1.07M 0.03% 321
2023
Q3 		$506K Buy
3,392
+78
+2% +$12.8K 0.01% 457
2023
Q2 		$577K Buy
3,314
+39
+1% +$6.29K 0.01% 400
2023
Q1 		$540K Sell
3,275
-458
-12% -$76K 0.01% 409
2022
Q4 		$552K Buy
3,733
+131
+4% +$19.4K 0.01% 394
2022
Q3 		$486K Buy
3,602
+600
+20% +$90.8K 0.01% 407
2022
Q2 		$416K Sell
3,002
-66
-2% -$10.9K 0.01% 431
2022
Q1 		$573K Sell
3,068
-765
-20% -$138K 0.01% 428
2021
Q4 		$627K Buy
+3,833
New +$654K 0.01% 439

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

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

Congress Wealth Management increased its American Express (AXP) stake by 96% in Q2 2025, buying an estimated $13.6M and bringing the position to 98,480 shares worth $31.4M. The position accounts for 0.3% of the portfolio, ranked #74.

Congress Wealth Management first reported a position in AXP in Q4 2021 and has held it in 15 quarters since. 2,716 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Congress Wealth Management held 98,480 shares of American Express worth $31.4M as of Q2 2025.
  • Congress Wealth Management bought 48,169 American Express shares in Q2 2025, an estimated $13.6M.
  • American Express made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #74 holding.
  • Congress Wealth Management first reported a position in American Express in Q4 2021 and has held it in 15 quarters since.
  • 2,716 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.