Laird Norton Wetherby Wealth Management’s American Express AXP Stock Holding History

Laird Norton Wetherby Wealth 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 Q3	$7.94M	Buy	23,919 +386	+2%	+$123K	0.32%	39
2025 Q2	$7.51M	Buy	+23,533	New	+$6.62M	0.33%	45
2024 Q4	$6.44M	Sell	21,689 -1,698	-7%	-$488K	0.31%	48
2024 Q3	$6.34M	Sell	23,387 -668	-3%	-$166K	0.29%	55
2024 Q2	$5.57M	Sell	24,055 -859	-3%	-$199K	0.26%	63
2024 Q1	$5.67M	Buy	24,914 +187	+0.8%	+$38.8K	0.27%	62
2023 Q4	$4.63M	Buy	24,727 +658	+3%	+$106K	0.24%	72
2023 Q3	$3.59M	Sell	24,069 -233	-1%	-$38.1K	0.2%	87
2023 Q2	$4.23M	Sell	24,302 -1,372	-5%	-$221K	0.23%	79
2023 Q1	$4.23M	Buy	25,674 +1,373	+6%	+$228K	0.25%	72
2022 Q4	$3.59M	Buy	24,301 +196	+0.8%	+$29K	0.23%	89
2022 Q3	$3.25M	Buy	24,105 +1,337	+6%	+$202K	0.23%	79
2022 Q2	$3.16M	Buy	22,768 +1,522	+7%	+$251K	0.22%	87
2022 Q1	$3.97M	Buy	21,246 +1,016	+5%	+$183K	0.23%	83
2021 Q4	$3.31M	Buy	20,230 +116	+0.6%	+$19.8K	0.19%	98
2021 Q3	$3.37M	Buy	20,114 +81	+0.4%	+$13.5K	0.21%	90
2021 Q2	$3.31M	Buy	20,033 +963	+5%	+$151K	0.2%	94
2021 Q1	$2.7M	Sell	19,070 -587	-3%	-$77.6K	0.21%	92
2020 Q4	$2.38M	Buy	19,657 +470	+2%	+$52.1K	0.16%	120
2020 Q3	$1.92M	Sell	19,187 -157	-0.8%	-$15.4K	0.17%	117
2020 Q2	$1.84M	Buy	19,344 +1,554	+9%	+$143K	0.17%	116
2020 Q1	$1.52M	Sell	17,790 -230	-1%	-$26.8K	0.17%	118
2019 Q4	$2.24M	Sell	18,020 -281	-2%	-$33.6K	0.22%	102
2019 Q3	$2.17M	Sell	18,301 -223	-1%	-$27.3K	0.23%	102
2019 Q2	$2.29M	Buy	18,524 +509	+3%	+$59.8K	0.25%	89
2019 Q1	$1.97M	Sell	18,015 -32	-0.2%	-$3.36K	0.25%	89
2018 Q4	$1.72M	Sell	18,047 -117	-0.6%	-$12.2K	0.24%	89
2018 Q3	$1.93M	Buy	18,164 +104	+0.6%	+$10.8K	0.24%	89
2018 Q2	$1.77M	Sell	18,060 -368	-2%	-$36.2K	0.24%	90
2018 Q1	$1.72M	Buy	18,428 +405	+2%	+$39.2K	0.24%	89
2017 Q4	$1.79M	Buy	18,023 +51	+0.3%	+$4.86K	0.25%	82
2017 Q3	$1.63M	Buy	17,972 +176	+1%	+$15.1K	0.24%	87
2017 Q2	$1.5M	Buy	17,796 +154	+0.9%	+$12.2K	0.26%	76
2017 Q1	$1.4M	Sell	17,642 -26	-0.1%	-$2.03K	0.25%	79
2016 Q4	$1.31M	Buy	17,668 +397	+2%	+$27.5K	0.26%	80
2016 Q3	$1.11M	Buy	17,271 +4	+0%	+$257	0.22%	98
2016 Q2	$1.05M	Buy	17,267 +659	+4%	+$41.7K	0.23%	90
2016 Q1	$1.02M	Sell	16,608 -2,488	-13%	-$145K	0.24%	90
2015 Q4	$1.33M	Sell	19,096 -1,643	-8%	-$120K	0.32%	65
2015 Q3	$1.54M	Buy	20,739 +1,680	+9%	+$129K	0.39%	58
2015 Q2	$1.48M	Buy	19,059 +196	+1%	+$15.6K	0.36%	58
2015 Q1	$1.47M	Buy	18,863 +171	+0.9%	+$14.2K	0.36%	56
2014 Q4	$1.74M	Sell	18,692 -433	-2%	-$38.8K	0.44%	45
2014 Q3	$1.67M	Buy	19,125 +4	+0%	+$360	0.47%	41
2014 Q2	$1.81M	Sell	19,121 -604	-3%	-$54.4K	0.51%	36
2014 Q1	$1.78M	Sell	19,725 -76	-0.4%	-$6.79K	0.51%	37
2013 Q4	$1.8M	Buy	19,801 +231	+1%	+$19K	0.51%	38
2013 Q3	$1.48M	Buy	19,570 +770	+4%	+$57.9K	0.46%	41
2013 Q2	$1.41M	Buy	+18,800	New	+$1.34M	0.49%	39

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

Laird Norton Wetherby Wealth Management's AXP Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its American Express (AXP) stake by 1.6% in Q3 2025, buying an estimated $123K and bringing the position to 23,919 shares worth $7.94M. The position accounts for 0.32% of the portfolio, ranked #39.

Laird Norton Wetherby Wealth Management first reported a position in AXP in Q2 2013 and has held it in 49 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Laird Norton Wetherby Wealth Management held 23,919 shares of American Express worth $7.94M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 386 American Express shares in Q3 2025, an estimated $123K.
American Express made up 0.32% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #39 holding.
Laird Norton Wetherby Wealth Management first reported a position in American Express in Q2 2013 and has held it in 49 quarters since.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.