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IronOak Wealth’s American Express AXP Stock Holding History

IronOak Wealth’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
Q2 		$1.45M Buy
+4,538
New +$1.28M 1.41% 34
2024
Q4 		$2.48M Buy
+8,367
New +$2.4M 2.78% 11

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IronOak Wealth's AXP Position: Q2 2025 in Review

IronOak Wealth opened a new position in American Express (AXP) in Q2 2025: 4,538 shares worth $1.45M. The stake represents 1.41% of the portfolio and ranks #34 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in AXP as recently as Q4 2024.

IronOak Wealth first reported a position in AXP in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.48M in Q4 2024. 2,716 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • IronOak Wealth held 4,538 shares of American Express worth $1.45M as of Q2 2025.
  • American Express was a new IronOak Wealth position in Q2 2025.
  • American Express made up 1.41% of IronOak Wealth's portfolio in Q2 2025, its #34 holding.
  • IronOak Wealth first reported a position in American Express in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's American Express position peaked at $2.48M in Q4 2024.
  • 2,716 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.