Fiducient Advisors’s American Express AXP Stock Holding History

Fiducient Advisors’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 Q4	–	Sell	-769	Closed	-$255K	–	172
2025 Q3	$255K	Buy	769 +126	+20%	+$40.1K	0.03%	133
2025 Q2	$205K	Buy	+643	New	+$181K	0.03%	148
2025 Q1	–	Sell	-743	Closed	-$221K	–	157
2024 Q4	$221K	Sell	743 -304	-29%	-$87.3K	0.03%	136
2024 Q3	$284K	Sell	1,047 -1,234	-54%	-$307K	0.03%	122
2024 Q2	$528K	Buy	2,281 +25	+1%	+$5.79K	0.07%	85
2024 Q1	$514K	Buy	+2,256	New	+$468K	0.1%	83
2022 Q3	–	Sell	-2,886	Closed	-$400K	–	61
2022 Q2	$400K	Buy	+2,886	New	+$477K	0.15%	50
2021 Q4	–	Sell	-2,012	Closed	-$337K	–	62
2021 Q3	$337K	Hold	2,012	–	–	0.1%	69
2021 Q2	$332K	Sell	2,012 -600	-23%	-$94K	0.1%	53
2021 Q1	$369K	Hold	2,612	–	–	0.12%	51
2020 Q4	$316K	Buy	+2,612	New	+$289K	0.12%	54

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fiducient Advisors's AXP Position: Q4 2025 in Review

Fiducient Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 769 shares — an estimated $255K sold.

Fiducient Advisors first reported a position in AXP in Q4 2020 and held it in 11 quarters. The position peaked at $528K in Q2 2024. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Fiducient Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Fiducient Advisors sold 769 American Express shares in Q4 2025, an estimated $255K.
Fiducient Advisors first reported a position in American Express in Q4 2020 and held it in 11 quarters.
Fiducient Advisors's American Express position peaked at $528K in Q2 2024.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Fiducient Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.