Financial Advisors’s American Express AXP Stock Holding History

Financial 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 Q3	$478K	Hold	1,440	–	–	0.08%	53
2025 Q2	$459K	Hold	1,440	–	–	0.09%	50
2025 Q1	$387K	Hold	1,440	–	–	0.08%	51
2024 Q4	$427K	Hold	1,440	–	–	0.08%	48
2024 Q3	$391K	Hold	1,440	–	–	0.07%	52
2024 Q2	$333K	Hold	1,440	–	–	0.07%	56
2024 Q1	$328K	Hold	1,440	–	–	0.07%	56
2023 Q4	$270K	Hold	1,440	–	–	0.06%	60
2023 Q3	$215K	Sell	1,440 -500	-26%	-$81.8K	0.05%	68
2023 Q2	$338K	Hold	1,940	–	–	0.08%	52
2023 Q1	$320K	Hold	1,940	–	–	0.08%	54
2022 Q4	$287K	Sell	1,940 -300	-13%	-$44.5K	0.08%	55
2022 Q3	$306K	Hold	2,240	–	–	0.11%	53
2022 Q2	$311K	Hold	2,240	–	–	0.11%	53
2022 Q1	$419K	Hold	2,240	–	–	0.13%	50
2021 Q4	$366K	Hold	2,240	–	–	0.11%	57
2021 Q3	$375K	Hold	2,240	–	–	0.13%	53
2021 Q2	$370K	Hold	2,240	–	–	0.13%	56
2021 Q1	$317K	Hold	2,240	–	–	0.13%	60
2020 Q4	$271K	Buy	+2,240	New	+$248K	0.12%	63
2020 Q1	–	Sell	-1,804	Closed	-$225K	–	61
2019 Q4	$225K	Hold	1,804	–	–	0.13%	59
2019 Q3	$213K	Hold	1,804	–	–	0.13%	58
2019 Q2	$223K	Buy	+1,804	New	+$212K	0.14%	58

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

Financial Advisors's AXP Position: Q3 2025 in Review

Financial Advisors held its American Express (AXP) position steady in Q3 2025 at 1,440 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #53.

Financial Advisors first reported a position in AXP in Q2 2019 and has held it in 23 quarters since. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Financial Advisors held 1,440 shares of American Express worth $478K as of Q3 2025.
Financial Advisors left its American Express share count unchanged in Q3 2025.
American Express made up 0.08% of Financial Advisors's portfolio in Q3 2025, its #53 holding.
Financial Advisors first reported a position in American Express in Q2 2019 and has held it in 23 quarters since.
2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.