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Defined Financial Planning’s American Express AXP Stock Holding History

Defined Financial Planning’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 		$257K Sell
793
-128
-14% -$40.7K 0.21% 53
2025
Q2 		$286K Buy
921
+123
+15% +$34.6K 0.25% 52
2025
Q1 		$216K Buy
+798
New +$236K 0.22% 72

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

Defined Financial Planning's AXP Position: Q3 2025 in Review

Defined Financial Planning reduced its American Express (AXP) stake by 14% in Q3 2025, selling an estimated $40.7K and leaving 793 shares worth $257K. The position accounts for 0.21% of the portfolio, ranked #53.

Defined Financial Planning first reported a position in AXP in Q1 2025 and has held it in 3 quarters since. The position peaked at $286K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Defined Financial Planning held 793 shares of American Express worth $257K as of Q3 2025.
  • Defined Financial Planning sold 128 American Express shares in Q3 2025, an estimated $40.7K.
  • American Express made up 0.21% of Defined Financial Planning's portfolio in Q3 2025, its #53 holding.
  • Defined Financial Planning first reported a position in American Express in Q1 2025 and has held it in 3 quarters since.
  • Defined Financial Planning's American Express position peaked at $286K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.