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Legacy Wealth Management (Idaho)’s American Express AXP Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-50
Closed -$16.6K – 933
2025
Q3 		$16.6K Hold
50
– – 0.01% 287
2025
Q2 		$15.9K Hold
50
– – 0.01% 264
2025
Q1 		$13.5K Hold
50
– – 0.01% 289
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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AXP Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of American Express (AXP) in Q4 2025, closing a stake of 50 shares — an estimated $16.6K sold.

Legacy Wealth Management (Idaho) first reported a position in AXP in Q3 2024 and held it in 5 quarters. The position peaked at $16.6K in Q3 2025. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 50 American Express shares in Q4 2025, an estimated $16.6K.
  • Legacy Wealth Management (Idaho) first reported a position in American Express in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s American Express position peaked at $16.6K in Q3 2025.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.