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Pineridge Advisors’s American Express AXP Stock Holding History

Pineridge 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
Q3 		$3.65K Hold
11
– – ﹤0.01% 306
2025
Q2 		$3.51K Hold
11
– – ﹤0.01% 355
2025
Q1 		$2.96K Sell
11
-2
-15% -$591 ﹤0.01% 373
2024
Q4 		$3.86K Sell
13
-2
-13% -$575 ﹤0.01% 419
2024
Q3 		$4.07K Sell
15
-6
-29% -$1.49K ﹤0.01% 374
2024
Q2 		$4.86K Buy
21
+4
+24% +$926 ﹤0.01% 372
2024
Q1 		$3.87K Sell
17
-30
-64% -$6.22K ﹤0.01% 391
2023
Q4 		$8.8K Buy
+47
New +$7.57K ﹤0.01% 401

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

Pineridge Advisors's AXP Position: Q3 2025 in Review

Pineridge Advisors held its American Express (AXP) position steady in Q3 2025 at 11 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Pineridge Advisors first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.8K in Q4 2023. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Pineridge Advisors held 11 shares of American Express worth $3.65K as of Q3 2025.
  • Pineridge Advisors left its American Express share count unchanged in Q3 2025.
  • American Express made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #306 holding.
  • Pineridge Advisors first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's American Express position peaked at $8.8K in Q4 2023.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.