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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
-49
Closed -$10.8K – 1511
2024
Q1 		$10.8K Buy
49
+18
+58% +$3.73K ﹤0.01% 701
2023
Q4 		$5.03K Buy
31
+12
+63% +$1.93K ﹤0.01% 868
2023
Q3 		$2.79K Sell
19
-155
-89% -$25.4K ﹤0.01% 681
2023
Q2 		$18.7K Buy
174
+9
+5% +$1.45K 0.05% 157
2023
Q1 		$14.6K Buy
165
+17
+11% +$2.82K 0.45% 42
2022
Q4 		$14.8K Sell
148
-2,687
-95% -$398K 0.08% 161
2022
Q3 		$14.1K Sell
2,835
-2,864
-50% -$434K 0.48% 41
2022
Q2 		$14.4K Sell
5,699
-1,968
-26% -$325K 0.45% 42
2022
Q1 		$24.8K Buy
7,667
+3,075
+67% +$555K 0.7% 35
2021
Q4 		$12.9K Buy
4,592
+4,511
+5,569% +$769K 0.29% 77
2021
Q3 		$168K Sell
81
-1
-1% -$167 0.08% 222
2021
Q2 		$165K Sell
82
-8
-9% -$1.25K 0.06% 222
2021
Q1 		$12.7K Buy
90
+26
+41% +$3.44K 0.26% 46
2020
Q4 		$8K Buy
+64
New +$7.09K 0.01% 192
2020
Q2 		– Sell
-473
Closed -$40.5K – 83
2020
Q1 		$40.5K Sell
473
-270
-36% -$31.4K 0.13% 76
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
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 23 quarters. The position peaked at $247K in Q1 2019. 3,035 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 23 quarters.
  • Financial Gravity Asset Management's American Express position peaked at $247K in Q1 2019.
  • 3,035 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.