Kathleen S. Wright Associates’s American Express AXP Stock Holding History

Kathleen S. Wright Associates’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	$6.58M	Sell	20,083 -344	-2%	-$109K	2.44%	10
2025 Q2	$6.39M	Hold	20,427	–	–	2.49%	10
2025 Q1	$5.53M	Hold	20,427	–	–	2.28%	10
2024 Q4	$6.22M	Hold	20,427	–	–	2.59%	8
2024 Q3	$5.53M	Hold	20,427	–	–	2.28%	10
2024 Q2	$4.88M	Hold	20,427	–	–	2.24%	11
2024 Q1	$4.55M	Buy	20,427 +200	+1%	+$41.5K	2.15%	12
2023 Q4	$3.72M	Sell	20,227 -1,000	-5%	-$161K	1.89%	14
2023 Q3	$3.13M	Buy	21,227 +11,928	+128%	+$1.95M	1.75%	13
2023 Q2	$1.62M	Sell	9,299 -5,900	-39%	-$952K	1.03%	26
2023 Q1	$2.51M	Sell	15,199 -6,028	-28%	-$1,000K	1.65%	16
2022 Q4	$3.14M	Hold	21,227	–	–	2.13%	13
2022 Q3	$2.86M	Hold	21,227	–	–	2.32%	11
2022 Q2	$2.94M	Buy	21,227 +3	+0%	+$496	2.48%	10
2022 Q1	$3.97M	Buy	21,224 +2	+0%	+$361	2.9%	7
2021 Q4	$3.47M	Buy	+21,222	New	+$3.62M	2.55%	9

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kathleen S. Wright Associates's AXP Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its American Express (AXP) stake by 1.7% in Q3 2025, selling an estimated $109K and leaving 20,083 shares worth $6.58M. The position accounts for 2.44% of the portfolio, ranked #10.

Kathleen S. Wright Associates first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Kathleen S. Wright Associates held 20,083 shares of American Express worth $6.58M as of Q3 2025.
Kathleen S. Wright Associates sold 344 American Express shares in Q3 2025, an estimated $109K.
American Express made up 2.44% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #10 holding.
Kathleen S. Wright Associates first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.