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Freedom Investment Management’s American Express AXP Stock Holding History

Freedom Investment 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
Q3 		– Sell
-7,788
Closed -$2.48M – 192
2025
Q2 		$2.48M Sell
7,788
-669
-8% -$188K 0.2% 87
2025
Q1 		$2.28M Sell
8,457
-337
-4% -$99.6K 0.19% 86
2024
Q4 		$2.61M Sell
8,794
-97
-1% -$27.9K 0.22% 77
2024
Q3 		$2.41M Sell
8,891
-57
-0.6% -$14.2K 0.19% 87
2024
Q2 		$2.07M Sell
8,948
-847
-9% -$196K 0.17% 104
2024
Q1 		$2.23M Sell
9,795
-417
-4% -$86.5K 0.18% 102
2023
Q4 		$1.91M Sell
10,212
-935
-8% -$151K 0.16% 123
2023
Q3 		$1.66M Sell
11,147
-6,843
-38% -$1.12M 0.2% 113
2023
Q2 		$3.13M Sell
17,990
-1,289
-7% -$208K 0.35% 56
2023
Q1 		$3.18M Sell
19,279
-4,551
-19% -$755K 0.36% 60
2022
Q4 		$3.52M Sell
23,830
-574
-2% -$85K 0.4% 54
2022
Q3 		$3.29M Buy
24,404
+1,097
+5% +$166K 0.38% 55
2022
Q2 		$3.23M Sell
23,307
-1,418
-6% -$234K 0.34% 63
2022
Q1 		$4.62M Buy
24,725
+4,169
+20% +$753K 0.41% 53
2021
Q4 		$3.36M Sell
20,556
-49
-0.2% -$8.36K 0.25% 97
2021
Q3 		$3.45M Buy
20,605
+652
+3% +$109K 0.26% 80
2021
Q2 		$3.3M Sell
19,953
-3,331
-14% -$522K 0.25% 94
2021
Q1 		$3.29M Sell
23,284
-6,629
-22% -$876K 0.26% 90
2020
Q4 		$3.62M Sell
29,913
-1,237
-4% -$137K 0.4% 55
2020
Q3 		$3.12M Buy
31,150
+1,913
+7% +$188K 0.34% 60
2020
Q2 		$2.78M Buy
29,237
+2,708
+10% +$249K 0.3% 72
2020
Q1 		$3.5M Sell
26,529
-444
-2% -$51.7K 0.31% 72
2019
Q4 		$3.36M Buy
26,973
+2,741
+11% +$328K 0.3% 73
2019
Q3 		$2.87M Sell
24,232
-2,648
-10% -$325K 0.25% 79
2019
Q2 		$3.32M Buy
26,880
+297
+1% +$34.9K 0.28% 69
2019
Q1 		$2.9M Buy
26,583
+4,845
+22% +$509K 0.23% 87
2018
Q4 		$2.07M Sell
21,738
-3,402
-14% -$356K 0.16% 117
2018
Q3 		$2.69M Sell
25,140
-6,520
-21% -$678K 0.17% 105
2018
Q2 		$3.1M Buy
31,660
+16,767
+113% +$1.65M 0.19% 86
2018
Q1 		$1.39M Sell
14,893
-6,251
-30% -$605K 0.07% 277
2017
Q4 		$2.1M Buy
21,144
+6,392
+43% +$609K 0.11% 148
2017
Q3 		$1.33M Buy
14,752
+1,138
+8% +$97.8K 0.07% 240
2017
Q2 		$1.15M Buy
13,614
+853
+7% +$67.5K 0.07% 265
2017
Q1 		$1.01M Buy
12,761
+553
+5% +$43.2K 0.06% 288
2016
Q4 		$904K Buy
12,208
+3,192
+35% +$221K 0.06% 274
2016
Q3 		$577K Buy
9,016
+199
+2% +$12.8K 0.04% 414
2016
Q2 		$536K Sell
8,817
-302
-3% -$19.1K 0.04% 397
2016
Q1 		$560K Sell
9,119
-245
-3% -$14.3K 0.04% 364
2015
Q4 		$651K Sell
9,364
-25,238
-73% -$1.84M 0.05% 312
2015
Q3 		$573K Buy
34,602
+26,128
+308% +$2.01M 0.06% 289
2015
Q2 		$659K Buy
8,474
+1,436
+20% +$114K 0.07% 264
2015
Q1 		$550K Buy
7,038
+325
+5% +$27K 0.06% 272
2014
Q4 		$625K Buy
6,713
+796
+13% +$71.4K 0.08% 227
2014
Q3 		$518K Buy
5,917
+949
+19% +$85.4K 0.09% 232
2014
Q2 		$471K Buy
4,968
+322
+7% +$29K 0.08% 250
2014
Q1 		$418K Buy
4,646
+396
+9% +$35.4K 0.09% 229
2013
Q4 		$386K Buy
4,250
+751
+21% +$61.7K 0.1% 212
2013
Q3 		$264K Buy
3,499
+718
+26% +$54K 0.08% 257
2013
Q2 		$208K Buy
+2,781
New +$198K 0.07% 274

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

Freedom Investment Management's AXP Position: Q3 2025 in Review

Freedom Investment Management sold out of American Express (AXP) in Q3 2025, closing a stake of 7,788 shares — an estimated $2.48M sold.

Freedom Investment Management first reported a position in AXP in Q2 2013 and held it in 49 quarters. The position peaked at $4.62M in Q1 2022. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Freedom Investment Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 7,788 American Express shares in Q3 2025, an estimated $2.48M.
  • Freedom Investment Management first reported a position in American Express in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's American Express position peaked at $4.62M in Q1 2022.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.