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Cottonwood Capital Advisors’s American Express AXP Stock Holding History

Cottonwood Capital 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
Q3 		– Sell
-1,020
Closed -$325K – 94
2025
Q2 		$325K Hold
1,020
– – 0.22% 88
2025
Q1 		$274K Sell
1,020
-240
-19% -$70.9K 0.2% 91
2024
Q4 		$374K Buy
1,260
+194
+18% +$55.7K 0.27% 79
2024
Q3 		$289K Sell
1,066
-5
-0.5% -$1.25K 0.21% 89
2024
Q2 		$255K Sell
1,071
-152
-12% -$35.2K 0.2% 95
2024
Q1 		$267K Sell
1,223
-132
-10% -$27.4K 0.21% 96
2023
Q4 		$254K Buy
+1,355
New +$218K 0.21% 103

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cottonwood Capital Advisors's AXP Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of American Express (AXP) in Q3 2025, closing a stake of 1,020 shares — an estimated $325K sold.

Cottonwood Capital Advisors first reported a position in AXP in Q4 2023 and held it in 7 quarters. The position peaked at $374K in Q4 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 1,020 American Express shares in Q3 2025, an estimated $325K.
  • Cottonwood Capital Advisors first reported a position in American Express in Q4 2023 and held it in 7 quarters.
  • Cottonwood Capital Advisors's American Express position peaked at $374K in Q4 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.