Creekmur Asset Management’s American Express AXP Stock Holding History

Creekmur Asset 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 Q3	$974K	Sell	2,933 -881	-23%	-$280K	0.16%	81
2025 Q2	$1.22M	Buy	3,814 +1,206	+46%	+$339K	0.21%	71
2025 Q1	$702K	Buy	2,608 +2,291	+723%	+$677K	0.15%	78
2024 Q4	$94.1K	Hold	317	–	–	0.02%	160
2024 Q3	$86K	Sell	317 -90	-22%	-$22.4K	0.02%	164
2024 Q2	$94.2K	Sell	407 -19	-4%	-$4.4K	0.02%	173
2024 Q1	$97K	Buy	426 +256	+151%	+$53.1K	0.03%	178
2023 Q4	$31.8K	Buy	+170	New	+$27.4K	0.01%	364

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creekmur Asset Management's AXP Position: Q3 2025 in Review

Creekmur Asset Management reduced its American Express (AXP) stake by 23% in Q3 2025, selling an estimated $280K and leaving 2,933 shares worth $974K. The position accounts for 0.16% of the portfolio, ranked #81.

Creekmur Asset Management first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Creekmur Asset Management held 2,933 shares of American Express worth $974K as of Q3 2025.
Creekmur Asset Management sold 881 American Express shares in Q3 2025, an estimated $280K.
American Express made up 0.16% of Creekmur Asset Management's portfolio in Q3 2025, its #81 holding.
Creekmur Asset Management first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's American Express position peaked at $1.22M in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.