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ORG Partners’s American Express AXP Stock Holding History

ORG 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 		$159K Buy
430
+2
+0.5% +$716 0.03% 364
2025
Q3 		$142K Buy
428
+82
+24% +$26.1K 0.03% 393
2025
Q2 		$112K Buy
346
+313
+948% +$88.1K 0.02% 413
2025
Q1 		$8.93K Sell
33
-284
-90% -$83.9K ﹤0.01% 821
2024
Q4 		$94.3K Buy
317
+42
+15% +$12.1K 0.01% 440
2024
Q3 		$74.6K Sell
275
-576
-68% -$143K 0.01% 444
2024
Q2 		$199K Buy
+851
New +$197K 0.02% 429
2024
Q1 		– Sell
-1,150
Closed -$215K – 584
2023
Q4 		$215K Buy
1,150
+575
+100% +$92.6K 0.04% 282
2023
Q3 		$85.8K Hold
575
– – 0.03% 432
2023
Q2 		$100K Buy
+575
New +$92.8K 0.02% 513

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ORG Partners's AXP Position: Q4 2025 in Review

ORG Partners increased its American Express (AXP) stake by 0.47% in Q4 2025, buying an estimated $716 and bringing the position to 430 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #364.

ORG Partners first reported a position in AXP in Q2 2023 and has held it in 10 quarters since. The position peaked at $215K in Q4 2023. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • ORG Partners held 430 shares of American Express worth $159K as of Q4 2025.
  • ORG Partners bought 2 American Express shares in Q4 2025, an estimated $716.
  • American Express made up 0.03% of ORG Partners's portfolio in Q4 2025, its #364 holding.
  • ORG Partners first reported a position in American Express in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's American Express position peaked at $215K in Q4 2023.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.