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Rise Advisors’s American Express AXP Stock Holding History

Rise 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 		– Sell
-359
Closed -$119K – 224
2025
Q3 		$119K Buy
359
+11
+3% +$3.5K 0.04% 145
2025
Q2 		$111K Buy
348
+21
+6% +$5.91K 0.04% 145
2025
Q1 		$88.1K Sell
327
-135
-29% -$39.9K 0.04% 159
2024
Q4 		$137K Sell
462
-11
-2% -$3.16K 0.07% 115
2024
Q3 		$128K Buy
473
+1
+0.2% +$249 0.06% 125
2024
Q2 		$109K Buy
472
+2
+0.4% +$463 0.06% 138
2024
Q1 		$107K Buy
470
+310
+194% +$64.3K 0.06% 145
2023
Q4 		$30K Buy
160
+1
+0.6% +$161 0.02% 212
2023
Q3 		$23.8K Sell
159
-1
-0.6% -$164 0.02% 214
2023
Q2 		$27.8K Sell
160
-8
-5% -$1.29K 0.02% 205
2023
Q1 		$27.7K Buy
168
+9
+6% +$1.49K 0.02% 216
2022
Q4 		$23.4K Buy
159
+1
+0.6% +$148 0.02% 228
2022
Q3 		$21K Hold
158
– – 0.02% 235
2022
Q2 		$22K Buy
158
+1
+0.6% +$165 0.02% 221
2022
Q1 		$29K Buy
157
+140
+824% +$25.3K 0.03% 206
2021
Q4 		$2.79K Buy
+17
New +$2.9K ﹤0.01% 485

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

Rise Advisors's AXP Position: Q4 2025 in Review

Rise Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 359 shares — an estimated $119K sold.

Rise Advisors first reported a position in AXP in Q4 2021 and held it in 16 quarters. The position peaked at $137K in Q4 2024. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Rise Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 359 American Express shares in Q4 2025, an estimated $119K.
  • Rise Advisors first reported a position in American Express in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's American Express position peaked at $137K in Q4 2024.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.