Moloney Securities Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Sell
3,570
-563
-14% -$179K 0.14% 171
2025
Q2
$1.32M Sell
4,133
-101
-2% -$28.4K 0.16% 153
2025
Q1
$1.14M Sell
4,234
-302
-7% -$89.3K 0.15% 162
2024
Q4
$1.35M Sell
4,536
-262
-5% -$75.3K 0.18% 141
2024
Q3
$1.3M Sell
4,798
-100
-2% -$24.9K 0.17% 139
2024
Q2
$1.13M Sell
4,898
-3,255
-40% -$754K 0.16% 143
2024
Q1
$1.86M Sell
8,153
-350
-4% -$72.6K 0.28% 87
2023
Q4
$1.59M Hold
8,503
0.25% 97
2023
Q3
$1.27M Sell
8,503
-1,900
-18% -$311K 0.23% 108
2023
Q2
$1.81M Buy
10,403
+2,100
+25% +$339K 0.32% 73
2023
Q1
$1.37M Buy
8,303
+30
+0.4% +$4.98K 0.26% 103
2022
Q4
$1.22M Hold
8,273
0.27% 104
2022
Q3
$1.12M Sell
8,273
-149
-2% -$22.6K 0.27% 101
2022
Q2
$1.17M Buy
8,422
+82
+1% +$13.5K 0.27% 106
2022
Q1
$1.56M Buy
8,340
+300
+4% +$54.2K 0.3% 91
2021
Q4
$1.31M Buy
8,040
+71
+0.9% +$12.1K 0.22% 110
2021
Q3
$1.33M Buy
7,969
+225
+3% +$37.6K 0.24% 111
2021
Q2
$1.28M Hold
7,744
0.23% 116
2021
Q1
$1.09M Sell
7,744
-100
-1% -$13.2K 0.22% 126
2020
Q4
$948K Buy
7,844
+19
+0.2% +$2.1K 0.21% 127
2020
Q3
$784K Sell
7,825
-1,275
-14% -$125K 0.21% 125
2020
Q2
$866K Buy
9,100
+1,500
+20% +$138K 0.25% 108
2020
Q1
$651K Sell
7,600
-1,600
-17% -$186K 0.23% 115
2019
Q4
$1.15M Sell
9,200
-202
-2% -$24.1K 0.35% 89
2019
Q3
$1.11M Buy
9,402
+52
+0.6% +$6.38K 0.37% 83
2019
Q2
$1.15M Hold
9,350
0.39% 75
2019
Q1
$1.02M Buy
9,350
+2,100
+29% +$221K 0.35% 85
2018
Q4
$691K Sell
7,250
-3,217
-31% -$337K 0.28% 108
2018
Q3
$1.11M Sell
10,467
-1,110
-10% -$115K 0.39% 81
2018
Q2
$1.14M Buy
11,577
+251
+2% +$24.7K 0.43% 69
2018
Q1
$1.06M Sell
11,326
-1,059
-9% -$103K 0.43% 73
2017
Q4
$1.23M Buy
12,385
+1,966
+19% +$187K 0.52% 56
2017
Q3
$943K Buy
10,419
+3,000
+40% +$258K 0.42% 65
2017
Q2
$625K Buy
7,419
+1
+0% +$79 0.31% 99
2017
Q1
$587K Sell
7,418
-18
-0.2% -$1.41K 0.3% 106
2016
Q4
$551K Buy
+7,436
New +$515K 0.33% 94

Other funds holding AXP

Moloney Securities Asset Management's AXP Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its American Express (AXP) stake by 14% in Q3 2025, selling an estimated $179K and leaving 3,570 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #171.

Moloney Securities Asset Management first reported a position in AXP in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.86M in Q1 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Moloney Securities Asset Management held 3,570 shares of American Express worth $1.19M as of Q3 2025.
  • Moloney Securities Asset Management sold 563 American Express shares in Q3 2025, an estimated $179K.
  • American Express made up 0.14% of Moloney Securities Asset Management's portfolio in Q3 2025, its #171 holding.
  • Moloney Securities Asset Management first reported a position in American Express in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's American Express position peaked at $1.86M in Q1 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.