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Redmont Wealth Advisors’s American Express AXP Stock Holding History

Redmont Wealth 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
Q4 		$17.4K Hold
47
– – 0.03% 140
2025
Q3 		$15.6K Hold
47
– – 0.02% 154
2025
Q2 		$15K Buy
47
+40
+571% +$11.3K 0.02% 159
2025
Q1 		$1.88K Buy
+7
New +$2.07K ﹤0.01% 159
2024
Q4 		– Sell
-47
Closed -$12.7K – 87
2024
Q3 		$12.7K Hold
47
– – 0.02% 166
2024
Q2 		$10.9K Hold
47
– – 0.02% 177
2024
Q1 		$10.7K Buy
+47
New +$9.75K 0.01% 184

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

Redmont Wealth Advisors's AXP Position: Q4 2025 in Review

Redmont Wealth Advisors held its American Express (AXP) position steady in Q4 2025 at 47 shares worth $17.4K. The position accounts for 0.03% of the portfolio, ranked #140.

Redmont Wealth Advisors first reported a position in AXP in Q1 2024 and has held it in 7 quarters since. 3,036 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Redmont Wealth Advisors held 47 shares of American Express worth $17.4K as of Q4 2025.
  • Redmont Wealth Advisors left its American Express share count unchanged in Q4 2025.
  • American Express made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #140 holding.
  • Redmont Wealth Advisors first reported a position in American Express in Q1 2024 and has held it in 7 quarters since.
  • 3,036 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.