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Fullerton Fund Management’s American Express AXP Stock Holding History

Fullerton Fund 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
-2,807
Closed -$932K – 130
2025
Q3 		$932K Buy
2,807
+1,797
+178% +$572K 0.04% 45
2025
Q2 		$322K Sell
1,010
-1,063
-51% -$299K 0.01% 84
2025
Q1 		$558K Sell
2,073
-1,123
-35% -$332K 0.04% 74
2024
Q4 		$949K Buy
+3,196
New +$918K 0.03% 65
2024
Q2 		– Sell
-1,775
Closed -$404K – 136
2024
Q1 		$404K Buy
+1,775
New +$368K 0.02% 97

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fullerton Fund Management's AXP Position: Q4 2025 in Review

Fullerton Fund Management sold out of American Express (AXP) in Q4 2025, closing a stake of 2,807 shares — an estimated $932K sold.

Fullerton Fund Management first reported a position in AXP in Q1 2024 and held it in 5 quarters. The position peaked at $949K in Q4 2024. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Fullerton Fund Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Fullerton Fund Management sold 2,807 American Express shares in Q4 2025, an estimated $932K.
  • Fullerton Fund Management first reported a position in American Express in Q1 2024 and held it in 5 quarters.
  • Fullerton Fund Management's American Express position peaked at $949K in Q4 2024.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Fullerton Fund Management's 13F filing for Q4 2025, filed 17 Feb 2026.