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MBL Wealth’s American Express AXP Stock Holding History

MBL Wealth’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
2026
Q1 		$679K Buy
2,245
+41
+2% +$13.7K 0.05% 161
2025
Q4 		$815K Buy
2,204
+670
+44% +$240K 0.07% 141
2025
Q3 		$510K Sell
1,534
-75
-5% -$23.9K 0.04% 150
2025
Q2 		$513K Sell
1,609
-25
-2% -$7.04K 0.05% 139
2025
Q1 		$440K Buy
1,634
+34
+2% +$10.1K 0.04% 144
2024
Q4 		$475K Sell
1,600
-97
-6% -$27.9K 0.05% 141
2024
Q3 		$460K Buy
1,697
+660
+64% +$164K 0.05% 140
2024
Q2 		$240K Buy
1,037
+17
+2% +$3.94K 0.03% 180
2024
Q1 		$232K Buy
+1,020
New +$212K 0.03% 177
2022
Q3 		– Sell
-2,293
Closed -$318K – 160
2022
Q2 		$318K Buy
2,293
+1,219
+114% +$201K 0.08% 110
2022
Q1 		$201K Buy
+1,074
New +$194K 0.05% 165

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM