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Obsidian Personal Planning Solutions’s American Express AXP Stock Holding History

Obsidian Personal Planning Solutions’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 		$377K Hold
1,045
– – 0.13% 66
2025
Q2 		$333K Sell
1,045
-1
-0.1% -$281 0.13% 65
2025
Q1 		$279K Hold
1,046
– – 0.12% 72
2024
Q4 		$332K Sell
1,046
-1
-0.1% -$287 0.16% 60
2024
Q3 		$283K Sell
1,047
-11
-1% -$2.74K 0.15% 63
2024
Q2 		$245K Sell
1,058
-19
-2% -$4.4K 0.15% 76
2024
Q1 		$252K Buy
+1,077
New +$223K 0.17% 71

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

Obsidian Personal Planning Solutions's AXP Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its American Express (AXP) position steady in Q3 2025 at 1,045 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #66.

Obsidian Personal Planning Solutions first reported a position in AXP in Q1 2024 and has held it in 7 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,045 shares of American Express worth $377K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its American Express share count unchanged in Q3 2025.
  • American Express made up 0.13% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #66 holding.
  • Obsidian Personal Planning Solutions first reported a position in American Express in Q1 2024 and has held it in 7 quarters since.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.