Gitterman Wealth Management’s American Express AXP Stock Holding History

Gitterman 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	$386K	Hold	1,161	–	–	0.09%	63
2025 Q2	$370K	Hold	1,161	–	–	0.09%	61
2025 Q1	$312K	Sell	1,161 -525	-31%	-$155K	0.08%	74
2024 Q4	$500K	Hold	1,686	–	–	0.21%	38
2024 Q3	$457K	Hold	1,686	–	–	0.19%	34
2024 Q2	$390K	Hold	1,686	–	–	0.15%	37
2024 Q1	$384K	Sell	1,686 -1,335	-44%	-$277K	0.15%	39
2023 Q4	$566K	Sell	3,021 -649	-18%	-$104K	0.25%	19
2023 Q3	$548K	Hold	3,670	–	–	0.26%	19
2023 Q2	$639K	Hold	3,670	–	–	0.3%	17
2023 Q1	$605K	Hold	3,670	–	–	0.29%	18
2022 Q4	$542K	Sell	3,670 -22	-0.6%	-$3.26K	0.27%	18
2022 Q3	$498K	Buy	3,692 +44	+1%	+$6.66K	0.51%	19
2022 Q2	$506K	Hold	3,648	–	–	0.47%	24
2022 Q1	$682K	Buy	3,648 +174	+5%	+$31.4K	0.55%	21
2021 Q4	$568K	Hold	3,474	–	–	0.42%	31
2021 Q3	$582K	Hold	3,474	–	–	0.47%	25
2021 Q2	$574K	Hold	3,474	–	–	0.46%	23
2021 Q1	$491K	Buy	+3,474	New	+$459K	0.32%	28

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

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

Gitterman Wealth Management held its American Express (AXP) position steady in Q3 2025 at 1,161 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #63.

Gitterman Wealth Management first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $682K in Q1 2022. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Gitterman Wealth Management held 1,161 shares of American Express worth $386K as of Q3 2025.
Gitterman Wealth Management left its American Express share count unchanged in Q3 2025.
American Express made up 0.09% of Gitterman Wealth Management's portfolio in Q3 2025, its #63 holding.
Gitterman Wealth Management first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
Gitterman Wealth Management's American Express position peaked at $682K in Q1 2022.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.