RWA
AXP icon

Roberts Wealth Advisors’s American Express AXP Stock Holding History

Roberts 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
Q1 		– Sell
-900
Closed -$281K – 100
2024
Q4 		$281K Buy
+900
New +$259K 0.09% 89
2024
Q2 		– Sell
-950
Closed -$207K – 91
2024
Q1 		$207K Buy
+950
New +$197K 0.08% 92
2023
Q4 		– Sell
-1,450
Closed -$222K – 59
2023
Q3 		$222K Hold
1,450
– – 0.1% 87
2023
Q2 		$253K Hold
1,450
– – 0.11% 81
2023
Q1 		$236K Hold
1,450
– – 0.11% 81
2022
Q4 		$213K Buy
+1,450
New +$215K 0.1% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Roberts Wealth Advisors's AXP Position: Q1 2025 in Review

Roberts Wealth Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 900 shares — an estimated $281K sold.

Roberts Wealth Advisors first reported a position in AXP in Q4 2022 and held it in 6 quarters. The position peaked at $281K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Roberts Wealth Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 900 American Express shares in Q1 2025, an estimated $281K.
  • Roberts Wealth Advisors first reported a position in American Express in Q4 2022 and held it in 6 quarters.
  • Roberts Wealth Advisors's American Express position peaked at $281K in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Roberts Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.