Profit Investment Management’s American Express AXP Stock Holding History

Profit Investment 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 Q4	$1.31M	Hold	3,541	–	–	5.29%	5
2025 Q3	$1.18M	Sell	3,541 -976	-22%	-$310K	1.48%	28
2025 Q2	$1.44M	Sell	4,517 -102	-2%	-$28.7K	1.3%	36
2025 Q1	$1.24M	Sell	4,619 -523	-10%	-$155K	1.15%	39
2024 Q4	$1.53M	Sell	5,142 -138	-3%	-$39.6K	1.22%	40
2024 Q3	$1.43M	Sell	5,280 -397	-7%	-$98.9K	1.13%	42
2024 Q2	$1.31M	Hold	5,677	–	–	0.82%	41
2024 Q1	$1.29M	Hold	5,677	–	–	0.73%	44
2023 Q4	$1.06M	Buy	5,677 +1,092	+24%	+$176K	0.61%	47
2023 Q3	$684K	Hold	4,585	–	–	0.48%	54
2023 Q2	$799K	Buy	4,585 +13	+0.3%	+$2.1K	0.52%	51
2023 Q1	$754K	Sell	4,572 -281	-6%	-$46.6K	0.5%	51
2022 Q4	$717K	Hold	4,853	–	–	0.5%	49
2022 Q3	$655K	Hold	4,853	–	–	0.5%	48
2022 Q2	$673K	Hold	4,853	–	–	0.49%	49
2022 Q1	$907K	Buy	4,853 +207	+4%	+$37.4K	0.56%	48
2021 Q4	$760K	Buy	4,646 +1,270	+38%	+$217K	0.48%	53
2021 Q3	$565K	Hold	3,376	–	–	0.39%	59
2021 Q2	$558K	Hold	3,376	–	–	0.3%	64
2021 Q1	$478K	Hold	3,376	–	–	0.27%	66
2020 Q4	$408K	Sell	3,376 -8,695	-72%	-$963K	0.26%	69
2020 Q3	$1.21M	Hold	12,071	–	–	0.75%	53
2020 Q2	$1.15M	Hold	12,071	–	–	0.8%	52
2020 Q1	$1.03M	Hold	12,071	–	–	0.97%	49
2019 Q4	$1.5M	Hold	12,071	–	–	1.01%	42
2019 Q3	$1.43M	Hold	12,071	–	–	1.02%	42
2019 Q2	$1.49M	Hold	12,071	–	–	1.1%	41
2019 Q1	$1.32M	Hold	12,071	–	–	1.01%	43
2018 Q4	$1.15M	Hold	12,071	–	–	1.04%	42
2018 Q3	$1.28M	Hold	12,071	–	–	0.96%	45
2018 Q2	$1.18M	Hold	12,071	–	–	0.94%	48
2018 Q1	$1.13M	Hold	12,071	–	–	0.96%	47
2017 Q4	$1.2M	Buy	+12,071	New	+$1.15M	0.92%	51
2017 Q1	–	Sell	-2,805	Closed	-$208K	–	94
2016 Q4	$208K	Buy	+2,805	New	+$194K	0.2%	94
2016 Q3	–	Sell	-3,519	Closed	-$214K	–	94
2016 Q2	$214K	Hold	3,519	–	–	0.17%	96
2016 Q1	$216K	Hold	3,519	–	–	0.09%	97
2015 Q4	$245K	Sell	3,519 -1,008	-22%	-$73.3K	0.08%	100
2015 Q3	$336K	Hold	4,527	–	–	0.05%	116
2015 Q2	$352K	Hold	4,527	–	–	0.04%	121
2015 Q1	$354K	Sell	4,527 -23,146	-84%	-$1.92M	0.02%	132
2014 Q4	$2.58M	Sell	27,673 -320	-1%	-$28.7K	0.13%	86
2014 Q3	$2.45M	Hold	27,993	–	–	0.13%	84
2014 Q2	$2.66M	Buy	27,993 +950	+4%	+$85.6K	0.13%	88
2014 Q1	$2.44M	Hold	27,043	–	–	0.11%	103
2013 Q4	$2.45M	Sell	27,043 -15,801	-37%	-$1.3M	0.11%	105
2013 Q3	$3.24K	Sell	42,844 -5,103	-11%	-$384K	0.13%	91
2013 Q2	$3.58M	Buy	+47,947	New	+$3.41M	0.17%	86

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Profit Investment Management's AXP Position: Q4 2025 in Review

Profit Investment Management held its American Express (AXP) position steady in Q4 2025 at 3,541 shares worth $1.31M. The position accounts for 5.29% of the portfolio, ranked #5.

Profit Investment Management first reported a position in AXP in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.58M in Q2 2013. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Profit Investment Management held 3,541 shares of American Express worth $1.31M as of Q4 2025.
Profit Investment Management left its American Express share count unchanged in Q4 2025.
American Express made up 5.29% of Profit Investment Management's portfolio in Q4 2025, its #5 holding.
Profit Investment Management first reported a position in American Express in Q2 2013 and has held it in 47 quarters since.
Profit Investment Management's American Express position peaked at $3.58M in Q2 2013.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.