FSA Wealth Management’s American Express AXP Stock Holding History

FSA Wealth 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	$80.7K	Hold	243	–	–	0.03%	112
2025 Q2	$77.5K	Hold	243	–	–	0.03%	112
2025 Q1	$65.4K	Hold	243	–	–	0.03%	124
2024 Q4	$72.1K	Hold	243	–	–	0.03%	111
2024 Q3	$65.9K	Buy	+243	New	+$60.5K	0.03%	129
2024 Q1	$55.3K	Hold	243	–	–	0.02%	140
2023 Q4	$46K	Buy	+243	New	+$39.1K	0.02%	147
2021 Q1	–	Sell	-235	Closed	-$28K	–	63
2020 Q4	$28K	Buy	+235	New	+$26K	0.01%	172
2020 Q3	–	Sell	-235	Closed	-$22K	–	83
2020 Q2	$22K	Hold	235	–	–	0.02%	184
2020 Q1	$20K	Hold	235	–	–	0.02%	181
2019 Q4	$29K	Buy	+235	New	+$28.1K	0.02%	177

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

FSA Wealth Management's AXP Position: Q3 2025 in Review

FSA Wealth Management held its American Express (AXP) position steady in Q3 2025 at 243 shares worth $80.7K. The position accounts for 0.03% of the portfolio, ranked #112.

FSA Wealth Management first reported a position in AXP in Q4 2019 and has held it in 11 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

FSA Wealth Management held 243 shares of American Express worth $80.7K as of Q3 2025.
FSA Wealth Management left its American Express share count unchanged in Q3 2025.
American Express made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #112 holding.
FSA Wealth Management first reported a position in American Express in Q4 2019 and has held it in 11 quarters since.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.