Financial Gravity Asset Management’s American Express AXP Stock Holding History

Financial Gravity 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 Q4	–	Sell	-563	Closed	-$187K	–	778
2025 Q3	$187K	Buy	+563	New	+$179K	0.04%	155
2024 Q2	–	Sell	-6	Closed	-$1.31K	–	1438
2024 Q1	$1.31K	Sell	6 -6	-50%	-$1.24K	﹤0.01%	719
2023 Q4	$2.23K	Buy	+12	New	+$1.93K	﹤0.01%	705
2021 Q3	$168K	Sell	81 -1	-1%	-$167	0.08%	222
2021 Q2	$165K	Buy	+82	New	+$12.8K	0.06%	222
2020 Q4	$8K	Buy	+64	New	+$7.09K	0.01%	192
2019 Q4	$124K	Sell	743 -485	-39%	-$58K	0.09%	241
2019 Q3	$145K	Sell	1,228 -573	-32%	-$70.3K	0.12%	154
2019 Q2	$222K	Sell	1,801 -413	-19%	-$48.5K	0.18%	131
2019 Q1	$247K	Buy	+2,214	New	+$233K	0.2%	107
2018 Q3	$212K	Buy	2,093 +189	+10%	+$19.7K	0.22%	107
2018 Q2	$193K	Buy	1,904 +1,184	+164%	+$116K	0.18%	120
2018 Q1	$70K	Buy	+720	New	+$69.7K	0.07%	241

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 $3.38T AUM 44.17% 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

Financial Gravity Asset Management's AXP Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of American Express (AXP) in Q4 2025, closing a stake of 563 shares — an estimated $187K sold.

Financial Gravity Asset Management first reported a position in AXP in Q1 2018 and held it in 13 quarters. The position peaked at $247K in Q1 2019. 3,044 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Financial Gravity Asset Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 563 American Express shares in Q4 2025, an estimated $187K.
Financial Gravity Asset Management first reported a position in American Express in Q1 2018 and held it in 13 quarters.
Financial Gravity Asset Management's American Express position peaked at $247K in Q1 2019.
3,044 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.