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Impact Asset Management’s American Express AXP Stock Holding History

Impact Asset 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
Q1 		$4.32M Hold
16,040
– – 1.69% 28
2024
Q4 		$4.76M Sell
16,040
-4,510
-22% -$1.3M 1.88% 24
2024
Q3 		$5.57M Buy
+20,550
New +$5.12M 2.14% 24

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Impact Asset Management's AXP Position: Q1 2025 in Review

Impact Asset Management held its American Express (AXP) position steady in Q1 2025 at 16,040 shares worth $4.32M. The position accounts for 1.69% of the portfolio, ranked #28.

Impact Asset Management first reported a position in AXP in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.57M in Q3 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Impact Asset Management held 16,040 shares of American Express worth $4.32M as of Q1 2025.
  • Impact Asset Management left its American Express share count unchanged in Q1 2025.
  • American Express made up 1.69% of Impact Asset Management's portfolio in Q1 2025, its #28 holding.
  • Impact Asset Management first reported a position in American Express in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's American Express position peaked at $5.57M in Q3 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.