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Copley Financial Group’s American Express AXP Stock Holding History

Copley Financial Group’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
-1,624
Closed -$437K – 104
2025
Q1 		$437K Sell
1,624
-47
-3% -$13.9K 0.33% 70
2024
Q4 		$496K Sell
1,671
-72
-4% -$20.7K 0.38% 54
2024
Q3 		$473K Buy
+1,743
New +$434K 0.43% 62

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

Copley Financial Group's AXP Position: Q2 2025 in Review

Copley Financial Group sold out of American Express (AXP) in Q2 2025, closing a stake of 1,624 shares — an estimated $437K sold.

Copley Financial Group first reported a position in AXP in Q3 2024 and held it in 3 quarters. The position peaked at $496K in Q4 2024. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Copley Financial Group reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Copley Financial Group sold 1,624 American Express shares in Q2 2025, an estimated $437K.
  • Copley Financial Group first reported a position in American Express in Q3 2024 and held it in 3 quarters.
  • Copley Financial Group's American Express position peaked at $496K in Q4 2024.
  • 2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Copley Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.