J.W. Coons Advisors’s American Express AXP Stock Holding History

J.W. Coons 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 Q2	$1.35M	Sell	4,232 -175	-4%	-$49.3K	0.31%	78
2025 Q1	$1.19M	Sell	4,407 -190	-4%	-$56.2K	0.31%	79
2024 Q4	$1.36M	Sell	4,597 -1,010	-18%	-$290K	0.35%	68
2024 Q3	$1.52M	Sell	5,607 -135	-2%	-$33.6K	0.38%	62
2024 Q2	$1.33M	Buy	5,742 +200	+4%	+$46.3K	0.32%	68
2024 Q1	$1.26M	Buy	5,542 +1,400	+34%	+$290K	0.29%	72
2023 Q4	$776K	Buy	4,142 +175	+4%	+$28.2K	0.21%	113
2023 Q3	$592K	Buy	3,967 +200	+5%	+$32.7K	0.17%	125
2023 Q2	$656K	Hold	3,767	–	–	0.18%	123
2023 Q1	$621K	Hold	3,767	–	–	0.18%	126
2022 Q4	$557K	Sell	3,767 -200	-5%	-$29.6K	0.17%	130
2022 Q3	$535K	Sell	3,967 -2,850	-42%	-$431K	0.2%	126
2022 Q2	$950K	Sell	6,817 -365	-5%	-$60.3K	0.34%	78
2022 Q1	$1.34M	Sell	7,182 -2,631	-27%	-$475K	0.4%	66
2021 Q4	$1.6M	Buy	9,813 +474	+5%	+$80.8K	0.49%	57
2021 Q3	$1.56M	Buy	9,339 +400	+4%	+$66.9K	0.54%	54
2021 Q2	$1.48M	Sell	8,939 -64	-0.7%	-$10K	0.53%	57
2021 Q1	$1.27M	Buy	9,003 +250	+3%	+$33K	0.45%	64
2020 Q4	$1.05M	Sell	8,753 -243	-3%	-$26.9K	0.4%	70
2020 Q3	$905K	Sell	8,996 -839	-9%	-$82.5K	0.38%	75
2020 Q2	$944K	Buy	9,835 +785	+9%	+$72.3K	0.42%	65
2020 Q1	$777K	Buy	+9,050	New	+$1.05M	0.41%	71

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

J.W. Coons Advisors's AXP Position: Q2 2025 in Review

J.W. Coons Advisors reduced its American Express (AXP) stake by 4% in Q2 2025, selling an estimated $49.3K and leaving 4,232 shares worth $1.35M. The position accounts for 0.31% of the portfolio, ranked #78.

J.W. Coons Advisors first reported a position in AXP in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.6M in Q4 2021. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

J.W. Coons Advisors held 4,232 shares of American Express worth $1.35M as of Q2 2025.
J.W. Coons Advisors sold 175 American Express shares in Q2 2025, an estimated $49.3K.
American Express made up 0.31% of J.W. Coons Advisors's portfolio in Q2 2025, its #78 holding.
J.W. Coons Advisors first reported a position in American Express in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's American Express position peaked at $1.6M in Q4 2021.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.