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Principia Wealth Advisory’s American Express AXP Stock Holding History

Principia Wealth Advisory’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 		$8.88K Buy
24
+3
+14% +$1.07K 0.01% 215
2025
Q3 		$6.97K Buy
21
+3
+17% +$954 ﹤0.01% 235
2025
Q2 		$5.74K Buy
18
+12
+200% +$3.38K ﹤0.01% 217
2025
Q1 		$1.57K Sell
6
-9
-60% -$2.66K ﹤0.01% 324
2024
Q4 		$4.45K Buy
+15
New +$4.31K ﹤0.01% 160

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's AXP Position: Q4 2025 in Review

Principia Wealth Advisory increased its American Express (AXP) stake by 14% in Q4 2025, buying an estimated $1.07K and bringing the position to 24 shares worth $8.88K. The position accounts for 0.01% of the portfolio, ranked #215.

Principia Wealth Advisory first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Principia Wealth Advisory held 24 shares of American Express worth $8.88K as of Q4 2025.
  • Principia Wealth Advisory bought 3 American Express shares in Q4 2025, an estimated $1.07K.
  • American Express made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #215 holding.
  • Principia Wealth Advisory first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.