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MorganRosel Wealth Management’s American Express AXP Stock Holding History

MorganRosel 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
Q3 		– Sell
-107
Closed -$34.1K – 127
2025
Q2 		$34.1K Hold
107
– – 0.01% 203
2025
Q1 		$28.8K Buy
+107
New +$31.6K 0.01% 198
2020
Q1 		– Sell
-6,225
Closed -$775K – 68
2019
Q4 		$775K Sell
6,225
-246
-4% -$29.4K 0.59% 34
2019
Q3 		$765K Sell
6,471
-207
-3% -$25.4K 0.63% 32
2019
Q2 		$824K Sell
6,678
-254
-4% -$29.8K 0.68% 33
2019
Q1 		$758K Buy
+6,932
New +$728K 0.64% 39

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MorganRosel Wealth Management's AXP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of American Express (AXP) in Q3 2025, closing a stake of 107 shares — an estimated $34.1K sold.

MorganRosel Wealth Management first reported a position in AXP in Q1 2019 and held it in 6 quarters. The position peaked at $824K in Q2 2019. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 107 American Express shares in Q3 2025, an estimated $34.1K.
  • MorganRosel Wealth Management first reported a position in American Express in Q1 2019 and held it in 6 quarters.
  • MorganRosel Wealth Management's American Express position peaked at $824K in Q2 2019.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.