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EFG Asset Management’s American Express AXP Stock Holding History

EFG 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 		$3.04M Buy
9,155
+318
+4% +$101K 0.39% 116
2025
Q2 		$2.82M Buy
8,837
+215
+2% +$60.5K 0.4% 115
2025
Q1 		$2.32M Sell
8,622
-1,328
-13% -$393K 0.39% 109
2024
Q4 		$2.95M Buy
9,950
+799
+9% +$230K 0.4% 98
2024
Q3 		$2.48M Sell
9,151
-393
-4% -$97.9K 0.42% 99
2024
Q2 		$2.21M Buy
9,544
+1,464
+18% +$339K 0.38% 102
2024
Q1 		$1.84M Sell
8,080
-43
-0.5% -$8.92K 0.32% 134
2023
Q4 		$1.52M Buy
8,123
+3,172
+64% +$511K 0.29% 138
2023
Q3 		$739K Sell
4,951
-3,129
-39% -$512K 0.18% 166
2023
Q2 		$1.41M Sell
8,080
-2,945
-27% -$475K 0.3% 115
2023
Q1 		$1.82M Buy
11,025
+1,449
+15% +$240K 0.4% 83
2022
Q4 		$1.41M Sell
9,576
-187
-2% -$27.7K 0.32% 114
2022
Q3 		$1.32M Sell
9,763
-792
-8% -$120K 0.3% 113
2022
Q2 		$1.46M Sell
10,555
-1,614
-13% -$267K 0.31% 103
2022
Q1 		$2.27M Buy
12,169
+2,331
+24% +$421K 0.34% 94
2021
Q4 		$1.61M Buy
+9,838
New +$1.68M 0.21% 139

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

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

EFG Asset Management increased its American Express (AXP) stake by 3.6% in Q3 2025, buying an estimated $101K and bringing the position to 9,155 shares worth $3.04M. The position accounts for 0.39% of the portfolio, ranked #116.

EFG Asset Management first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • EFG Asset Management held 9,155 shares of American Express worth $3.04M as of Q3 2025.
  • EFG Asset Management bought 318 American Express shares in Q3 2025, an estimated $101K.
  • American Express made up 0.39% of EFG Asset Management's portfolio in Q3 2025, its #116 holding.
  • EFG Asset Management first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.