Ransom Advisory’s American Express AXP Stock Holding History

Ransom 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	$1.93M	Sell	5,204 -742	-12%	-$266K	0.76%	32
2025 Q3	$1.98M	Hold	5,946	–	–	0.89%	27
2025 Q2	$1.9M	Hold	5,946	–	–	0.89%	25
2025 Q1	$1.6M	Hold	5,946	–	–	0.79%	33
2024 Q4	$1.76M	Hold	5,946	–	–	0.81%	30
2024 Q3	$1.61M	Hold	5,946	–	–	0.75%	32
2024 Q2	$1.38M	Hold	5,946	–	–	0.69%	32
2024 Q1	$1.35M	Buy	+5,946	New	+$1.23M	0.72%	33

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ransom Advisory's AXP Position: Q4 2025 in Review

Ransom Advisory reduced its American Express (AXP) stake by 12% in Q4 2025, selling an estimated $266K and leaving 5,204 shares worth $1.93M. The position accounts for 0.76% of the portfolio, ranked #32.

Ransom Advisory first reported a position in AXP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Ransom Advisory held 5,204 shares of American Express worth $1.93M as of Q4 2025.
Ransom Advisory sold 742 American Express shares in Q4 2025, an estimated $266K.
American Express made up 0.76% of Ransom Advisory's portfolio in Q4 2025, its #32 holding.
Ransom Advisory first reported a position in American Express in Q1 2024 and has held it in 8 quarters since.
Ransom Advisory's American Express position peaked at $1.98M in Q3 2025.
3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.