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Longboard Asset Management’s American Express AXP Stock Holding History

Longboard Asset 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 		– Sell
-858
Closed -$285K – 89
2025
Q3 		$285K Buy
+858
New +$273K 0.46% 32
2025
Q1 		– Sell
-860
Closed -$255K – 159
2024
Q4 		$255K Buy
+860
New +$247K 0.68% 15

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Longboard Asset Management's AXP Position: Q4 2025 in Review

Longboard Asset Management sold out of American Express (AXP) in Q4 2025, closing a stake of 858 shares — an estimated $285K sold.

Longboard Asset Management first reported a position in AXP in Q4 2024 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Longboard Asset Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 858 American Express shares in Q4 2025, an estimated $285K.
  • Longboard Asset Management first reported a position in American Express in Q4 2024 and held it in 2 quarters.
  • Longboard Asset Management's American Express position peaked at $285K in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.