Litman Gregory Wealth Management’s American Express AXP Stock Holding History

Litman Gregory 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 Q4	$194K	Buy	+525	New	+$188K	0.01%	148
2021 Q2	–	Sell	-200	Closed	-$28K	–	81
2021 Q1	$28K	Hold	200	–	–	0.01%	121
2020 Q4	$24K	Hold	200	–	–	﹤0.01%	126
2020 Q3	$20K	Hold	200	–	–	﹤0.01%	121
2020 Q2	$19K	Hold	200	–	–	﹤0.01%	114
2020 Q1	$17K	Hold	200	–	–	﹤0.01%	109
2019 Q4	$25K	Hold	200	–	–	0.01%	116
2019 Q3	$24K	Hold	200	–	–	0.01%	99
2019 Q2	$25K	Hold	200	–	–	0.01%	125
2019 Q1	$22K	Hold	200	–	–	0.01%	87
2018 Q4	$19K	Hold	200	–	–	0.01%	96
2018 Q3	$21K	Hold	200	–	–	0.01%	74
2018 Q2	$20K	Hold	200	–	–	0.01%	69
2018 Q1	$19K	Hold	200	–	–	0.01%	125
2017 Q4	$20K	Hold	200	–	–	0.01%	66
2017 Q3	$18K	Buy	+200	New	+$17.2K	0.01%	65

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Litman Gregory Wealth Management's AXP Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in American Express (AXP) in Q4 2025: 525 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in AXP as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in AXP in Q3 2017 and has held it in 16 quarters since. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Litman Gregory Wealth Management held 525 shares of American Express worth $194K as of Q4 2025.
American Express was a new Litman Gregory Wealth Management position in Q4 2025.
American Express made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #148 holding.
Litman Gregory Wealth Management first reported a position in American Express in Q3 2017 and has held it in 16 quarters since.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.