RL
AXP icon

Retireful LLC’s American Express AXP Stock Holding History

Retireful LLC’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
Q3 		– Sell
-709
Closed -$226K – 102
2025
Q2 		$226K Buy
+709
New +$200K 0.16% 135
2024
Q3 		– Sell
-9,229
Closed -$2.14M – 73
2024
Q2 		$2.14M Buy
9,229
+1,814
+24% +$420K 1.01% 31
2024
Q1 		$1.69M Sell
7,415
-192
-3% -$39.8K 0.7% 53
2023
Q4 		$1.43M Buy
+7,607
New +$1.22M 0.62% 60

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retireful LLC's AXP Position: Q3 2025 in Review

Retireful LLC sold out of American Express (AXP) in Q3 2025, closing a stake of 709 shares — an estimated $226K sold.

Retireful LLC first reported a position in AXP in Q4 2023 and held it in 4 quarters. The position peaked at $2.14M in Q2 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Retireful LLC reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 709 American Express shares in Q3 2025, an estimated $226K.
  • Retireful LLC first reported a position in American Express in Q4 2023 and held it in 4 quarters.
  • Retireful LLC's American Express position peaked at $2.14M in Q2 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.