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ORBA Wealth Advisors’s American Express AXP Stock Holding History

ORBA 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 		– Sell
-2,017
Closed -$543K – 77
2025
Q1 		$543K Hold
2,017
– – 0.27% 62
2024
Q4 		$599K Buy
2,017
+3
+0.1% +$862 0.31% 56
2024
Q3 		$546K Hold
2,014
– – 0.28% 61
2024
Q2 		$466K Buy
2,014
+10
+0.5% +$2.32K 0.24% 67
2024
Q1 		$456K Hold
2,004
– – 0.25% 64
2023
Q4 		$375K Buy
+2,004
New +$323K 0.23% 67

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

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

ORBA Wealth Advisors sold out of American Express (AXP) in Q2 2025, closing a stake of 2,017 shares — an estimated $543K sold.

ORBA Wealth Advisors first reported a position in AXP in Q4 2023 and held it in 6 quarters. The position peaked at $599K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 2,017 American Express shares in Q2 2025, an estimated $543K.
  • ORBA Wealth Advisors first reported a position in American Express in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's American Express position peaked at $599K in Q4 2024.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.