LPWM LLC’s American Express AXP Stock Holding History

LPWM LLC’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	-1,121	Closed	-$358K	–	85
2025 Q2	$358K	Buy	+1,121	New	+$316K	0.1%	65

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

LPWM LLC's AXP Position: Q3 2025 in Review

LPWM LLC sold out of American Express (AXP) in Q3 2025, closing a stake of 1,121 shares — an estimated $358K sold.

LPWM LLC first reported a position in AXP in Q2 2025 and held it in 1 quarter. The position peaked at $358K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

LPWM LLC reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
LPWM LLC sold 1,121 American Express shares in Q3 2025, an estimated $358K.
LPWM LLC first reported a position in American Express in Q2 2025 and held it in 1 quarter.
LPWM LLC's American Express position peaked at $358K in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on LPWM LLC's 13F filing for Q3 2025, filed 17 Oct 2025.