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O'Brien Wealth Partners’s American Express AXP Stock Holding History

O'Brien Wealth Partners’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
Q4 		$12.2K Buy
+33
New +$11.8K ﹤0.01% 101
2018
Q4 		– Sell
-60
Closed -$6K – 57
2018
Q3 		$6K Buy
+60
New +$6.24K ﹤0.01% 146

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

O'Brien Wealth Partners's AXP Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in American Express (AXP) in Q4 2025: 33 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #101 among its holdings. This is a return to the name: O'Brien Wealth Partners previously reported a position in AXP as recently as Q3 2018.

O'Brien Wealth Partners first reported a position in AXP in Q3 2018 and has held it in 2 quarters since. 3,036 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • O'Brien Wealth Partners held 33 shares of American Express worth $12.2K as of Q4 2025.
  • American Express was a new O'Brien Wealth Partners position in Q4 2025.
  • American Express made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #101 holding.
  • O'Brien Wealth Partners first reported a position in American Express in Q3 2018 and has held it in 2 quarters since.
  • 3,036 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.