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Moser Wealth Advisors’s American Express AXP Stock Holding History

Moser Wealth Advisors’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
Q2 		$816K Buy
2,558
+75
+3% +$21.1K 0.39% 49
2025
Q1 		$668K Buy
2,483
+157
+7% +$46.4K 0.35% 53
2024
Q4 		$690K Hold
2,326
– – 0.36% 48
2024
Q3 		$631K Hold
2,326
– – 0.33% 52
2024
Q2 		$539K Buy
2,326
+270
+13% +$62.5K 0.29% 57
2024
Q1 		$468K Buy
2,056
+1,536
+295% +$318K 0.26% 62
2023
Q4 		$97.4K Buy
+520
New +$83.7K 0.06% 82
2022
Q1 		– Sell
-16
Closed -$3K – 134
2021
Q4 		$3K Hold
16
– – ﹤0.01% 131
2021
Q3 		$3K Hold
16
– – ﹤0.01% 129
2021
Q2 		$3K Hold
16
– – ﹤0.01% 129
2021
Q1 		$2K Buy
+16
New +$2.11K ﹤0.01% 128

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

Moser Wealth Advisors's AXP Position: Q2 2025 in Review

Moser Wealth Advisors increased its American Express (AXP) stake by 3% in Q2 2025, buying an estimated $21.1K and bringing the position to 2,558 shares worth $816K. The position accounts for 0.39% of the portfolio, ranked #49.

Moser Wealth Advisors first reported a position in AXP in Q1 2021 and has held it in 11 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Moser Wealth Advisors held 2,558 shares of American Express worth $816K as of Q2 2025.
  • Moser Wealth Advisors bought 75 American Express shares in Q2 2025, an estimated $21.1K.
  • American Express made up 0.39% of Moser Wealth Advisors's portfolio in Q2 2025, its #49 holding.
  • Moser Wealth Advisors first reported a position in American Express in Q1 2021 and has held it in 11 quarters since.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.