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Legacy Investment Solutions’s American Express AXP Stock Holding History

Legacy Investment Solutions’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 		$15.9K Buy
+50
New +$14.1K 0.01% 264
2024
Q4 		$15.8K Hold
50
– – 0.01% 240
2024
Q3 		$14.4K Buy
+50
New +$12.4K 0.01% 262

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's AXP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in American Express (AXP) in Q2 2025: 50 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AXP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AXP in Q3 2024 and has held it in 3 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Legacy Investment Solutions held 50 shares of American Express worth $15.9K as of Q2 2025.
  • American Express was a new Legacy Investment Solutions position in Q2 2025.
  • American Express made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #264 holding.
  • Legacy Investment Solutions first reported a position in American Express in Q3 2024 and has held it in 3 quarters since.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.