Grey Fox Wealth Advisors’s American Express AXP Stock Holding History

Grey Fox Wealth Advisors’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	-101	Closed	-$33.5K	–	170
2025 Q3	$33.5K	Buy	+101	New	+$32.1K	0.01%	297
2023 Q2	–	Sell	-16	Closed	-$2.64K	–	133
2023 Q1	$2.64K	Hold	16	–	–	﹤0.01%	400
2022 Q4	$2.36K	Buy	+16	New	+$2.37K	﹤0.01%	340

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

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

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

Grey Fox Wealth Advisors's AXP Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 101 shares — an estimated $33.5K sold.

Grey Fox Wealth Advisors first reported a position in AXP in Q4 2022 and held it in 3 quarters. The position peaked at $33.5K in Q3 2025. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 101 American Express shares in Q4 2025, an estimated $33.5K.
Grey Fox Wealth Advisors first reported a position in American Express in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's American Express position peaked at $33.5K in Q3 2025.
3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.