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Hemington Wealth Management’s American Express AXP Stock Holding History

Hemington 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 		$591K Buy
1,780
+55
+3% +$17.5K 0.08% 75
2025
Q2 		$550K Buy
1,725
+64
+4% +$18K 0.08% 72
2025
Q1 		$446K Buy
1,661
+38
+2% +$11.2K 0.07% 80
2024
Q4 		$481K Buy
1,623
+53
+3% +$15.2K 0.12% 75
2024
Q3 		$424K Buy
1,570
+14
+0.9% +$3.49K 0.11% 80
2024
Q2 		$360K Buy
1,556
+38
+3% +$8.8K 0.12% 86
2024
Q1 		$346K Sell
1,518
-44
-3% -$9.12K 0.13% 89
2023
Q4 		$293K Hold
1,562
– – 0.11% 87
2023
Q3 		$233K Sell
1,562
-64
-4% -$10.5K 0.11% 83
2023
Q2 		$283K Sell
1,626
-32
-2% -$5.16K 0.11% 85
2023
Q1 		$273K Hold
1,658
– – 0.11% 85
2022
Q4 		$244K Buy
1,658
+29
+2% +$4.3K 0.1% 87
2022
Q3 		$220K Buy
1,629
+15
+0.9% +$2.27K 0.1% 90
2022
Q2 		$224K Sell
1,614
-35
-2% -$5.78K 0.09% 95
2022
Q1 		$308K Buy
+1,649
New +$298K 0.1% 88
2021
Q4 		– Sell
-1,644
Closed -$275K – 84
2021
Q3 		$275K Buy
1,644
+19
+1% +$3.18K 0.1% 81
2021
Q2 		$268K Buy
1,625
+8
+0.5% +$1.25K 0.11% 76
2021
Q1 		$229K Buy
+1,617
New +$214K 0.1% 83

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

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

Hemington Wealth Management increased its American Express (AXP) stake by 3.2% in Q3 2025, buying an estimated $17.5K and bringing the position to 1,780 shares worth $591K. The position accounts for 0.08% of the portfolio, ranked #75.

Hemington Wealth Management first reported a position in AXP in Q1 2021 and has held it in 18 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Hemington Wealth Management held 1,780 shares of American Express worth $591K as of Q3 2025.
  • Hemington Wealth Management bought 55 American Express shares in Q3 2025, an estimated $17.5K.
  • American Express made up 0.08% of Hemington Wealth Management's portfolio in Q3 2025, its #75 holding.
  • Hemington Wealth Management first reported a position in American Express in Q1 2021 and has held it in 18 quarters since.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.