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InceptionR’s American Express AXP Stock Holding History

InceptionR’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
-2,610
Closed -$833K – 681
2025
Q2 		$833K Buy
+2,610
New +$735K 0.19% 193
2025
Q1 		– Sell
-2,729
Closed -$810K – 550
2024
Q4 		$810K Sell
2,729
-994
-27% -$286K 0.18% 214
2024
Q3 		$1.01M Buy
+3,723
New +$927K 0.25% 128
2024
Q2 		– Sell
-2,614
Closed -$595K – 593
2024
Q1 		$595K Buy
+2,614
New +$542K 0.15% 264
2023
Q2 		– Sell
-6,159
Closed -$1.02M – 419
2023
Q1 		$1.02M Buy
+6,159
New +$1.02M 0.33% 101

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

InceptionR's AXP Position: Q3 2025 in Review

InceptionR sold out of American Express (AXP) in Q3 2025, closing a stake of 2,610 shares — an estimated $833K sold.

InceptionR first reported a position in AXP in Q1 2023 and held it in 5 quarters. The position peaked at $1.02M in Q1 2023. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • InceptionR reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 2,610 American Express shares in Q3 2025, an estimated $833K.
  • InceptionR first reported a position in American Express in Q1 2023 and held it in 5 quarters.
  • InceptionR's American Express position peaked at $1.02M in Q1 2023.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.