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ERn Financial LLC’s American Express AXP Stock Holding History

ERn Financial LLC’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
-692
Closed -$221K – 141
2025
Q2 		$221K Sell
692
-2,806
-80% -$790K 0.05% 136
2025
Q1 		$941K Hold
3,498
– – 0.15% 99
2024
Q4 		$1.04M Buy
3,498
+5
+0.1% +$1.44K 0.16% 94
2024
Q3 		$947K Buy
3,493
+456
+15% +$114K 0.14% 99
2024
Q2 		$703K Buy
3,037
+2
+0.1% +$463 0.12% 116
2024
Q1 		$691K Hold
3,035
– – 0.12% 115
2023
Q4 		$546K Hold
3,035
– – 0.1% 126
2023
Q3 		$453K Hold
3,035
– – 0.1% 128
2023
Q2 		$529K Hold
3,035
– – 0.11% 121
2023
Q1 		$501K Buy
3,035
+60
+2% +$9.95K 0.11% 118
2022
Q4 		$440K Buy
2,975
+16
+0.5% +$2.37K 0.1% 123
2022
Q3 		$399K Buy
2,959
+14
+0.5% +$2.12K 0.1% 122
2022
Q2 		$408K Sell
2,945
-85
-3% -$14K 0.1% 121
2022
Q1 		$567K Buy
3,030
+76
+3% +$13.7K 0.13% 100
2021
Q4 		$483K Hold
2,954
– – 0.11% 101
2021
Q3 		$495K Buy
+2,954
New +$494K 0.13% 88

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

ERn Financial LLC's AXP Position: Q3 2025 in Review

ERn Financial LLC sold out of American Express (AXP) in Q3 2025, closing a stake of 692 shares — an estimated $221K sold.

ERn Financial LLC first reported a position in AXP in Q3 2021 and held it in 16 quarters. The position peaked at $1.04M in Q4 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • ERn Financial LLC reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • ERn Financial LLC sold 692 American Express shares in Q3 2025, an estimated $221K.
  • ERn Financial LLC first reported a position in American Express in Q3 2021 and held it in 16 quarters.
  • ERn Financial LLC's American Express position peaked at $1.04M in Q4 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on ERn Financial LLC's 13F filing for Q3 2025, filed 30 Oct 2025.