Legacy Capital Wealth Partners’s American Express AXP Stock Holding History

Legacy Capital Wealth Partners’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	-915	Closed	-$292K	–	380
2025 Q2	$292K	Sell	915 -24	-3%	-$6.75K	0.07%	307
2025 Q1	$253K	Sell	939 -204	-18%	-$60.3K	0.06%	310
2024 Q4	$339K	Sell	1,143 -24	-2%	-$6.89K	0.08%	248
2024 Q3	$316K	Hold	1,167	–	–	0.06%	265
2024 Q2	$270K	Sell	1,167 -95	-8%	-$22K	0.07%	259
2024 Q1	$207K	Sell	1,262 -1,042	-45%	-$216K	0.15%	105
2023 Q4	$432K	Sell	2,304 -55	-2%	-$8.85K	0.12%	169
2023 Q3	$352K	Buy	+2,359	New	+$386K	0.1%	195
2023 Q2	–	Sell	-1,860	Closed	-$307K	–	59
2023 Q1	$307K	Buy	+1,860	New	+$309K	0.08%	192

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

Legacy Capital Wealth Partners's AXP Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of American Express (AXP) in Q3 2025, closing a stake of 915 shares — an estimated $292K sold.

Legacy Capital Wealth Partners first reported a position in AXP in Q1 2023 and held it in 9 quarters. The position peaked at $432K in Q4 2023. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Legacy Capital Wealth Partners reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 915 American Express shares in Q3 2025, an estimated $292K.
Legacy Capital Wealth Partners first reported a position in American Express in Q1 2023 and held it in 9 quarters.
Legacy Capital Wealth Partners's American Express position peaked at $432K in Q4 2023.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.