Reflection Asset Management’s American Express AXP Stock Holding History

Reflection Asset 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	$371K	Buy	+1,004	New	+$359K	0.26%	72

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

Reflection Asset Management's AXP Position: Q4 2025 in Review

Reflection Asset Management opened a new position in American Express (AXP) in Q4 2025: 1,004 shares worth $371K. The stake represents 0.26% of the portfolio and ranks #72 among its holdings.

3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Reflection Asset Management held 1,004 shares of American Express worth $371K as of Q4 2025.
American Express was a new Reflection Asset Management position in Q4 2025.
American Express made up 0.26% of Reflection Asset Management's portfolio in Q4 2025, its #72 holding.
3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.