GIM
AXP icon

Generate Investment Management’s American Express AXP Stock Holding History

Generate 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
-15,000
Closed -$4.78M – 85
2025
Q2 		$4.78M Buy
+15,000
New +$4.22M 0.27% 86

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

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

Generate Investment Management sold out of American Express (AXP) in Q3 2025, closing a stake of 15,000 shares — an estimated $4.78M sold.

Generate Investment Management first reported a position in AXP in Q2 2025 and held it in 1 quarter. The position peaked at $4.78M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Generate Investment Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Generate Investment Management sold 15,000 American Express shares in Q3 2025, an estimated $4.78M.
  • Generate Investment Management first reported a position in American Express in Q2 2025 and held it in 1 quarter.
  • Generate Investment Management's American Express position peaked at $4.78M in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Generate Investment Management's 13F filing for Q3 2025, filed 20 Oct 2025.