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Parkworth Wealth Management’s American Express AXP Stock Holding History

Parkworth Wealth Management’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 		$4.15K Buy
13
+6
+86% +$1.69K ﹤0.01% 187
2025
Q1 		$1.88K Hold
7
– – ﹤0.01% 185
2024
Q4 		$2.08K Buy
+7
New +$2.01K ﹤0.01% 192

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

Parkworth Wealth Management's AXP Position: Q2 2025 in Review

Parkworth Wealth Management increased its American Express (AXP) stake by 86% in Q2 2025, buying an estimated $1.69K and bringing the position to 13 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Parkworth Wealth Management first reported a position in AXP in Q4 2024 and has held it in 3 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of American Express worth $4.15K as of Q2 2025.
  • Parkworth Wealth Management bought 6 American Express shares in Q2 2025, an estimated $1.69K.
  • American Express made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #187 holding.
  • Parkworth Wealth Management first reported a position in American Express in Q4 2024 and has held it in 3 quarters since.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.