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Counterpoint Mutual Funds’s American Express AXP Stock Holding History

Counterpoint Mutual Funds’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
-1,114
Closed -$355K – 339
2025
Q2 		$355K Buy
+1,114
New +$314K 0.03% 214
2023
Q3 		– Sell
-734
Closed -$128K – 306
2023
Q2 		$128K Buy
+734
New +$118K 0.12% 94

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

Counterpoint Mutual Funds's AXP Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of American Express (AXP) in Q3 2025, closing a stake of 1,114 shares — an estimated $355K sold.

Counterpoint Mutual Funds first reported a position in AXP in Q2 2023 and held it in 2 quarters. The position peaked at $355K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 1,114 American Express shares in Q3 2025, an estimated $355K.
  • Counterpoint Mutual Funds first reported a position in American Express in Q2 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's American Express position peaked at $355K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.