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SageView Advisory Group’s American Express AXP Stock Holding History

SageView Advisory Group’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 		$1.71M Sell
4,614
-2,516
-35% -$900K 0.06% 178
2025
Q3 		$2.37M Buy
7,130
+4
+0.1% +$1.27K 0.08% 140
2025
Q2 		$2.21M Sell
7,126
-520
-7% -$146K 0.08% 126
2025
Q1 		$2.06M Sell
7,646
-950
-11% -$281K 0.09% 126
2024
Q4 		$2.55M Buy
8,596
+218
+3% +$62.6K 0.11% 104
2024
Q3 		$2.27M Sell
8,378
-2,584
-24% -$643K 0.12% 103
2024
Q2 		$2.54M Buy
10,962
+2,299
+27% +$532K 0.12% 107
2024
Q1 		$1.97M Sell
8,663
-2,261
-21% -$469K 0.1% 112
2023
Q4 		$2.23M Buy
10,924
+5,997
+122% +$965K 0.1% 125
2023
Q3 		$735K Sell
4,927
-1,508
-23% -$247K 0.04% 258
2023
Q2 		$1.12M Sell
6,435
-1,176
-15% -$190K 0.06% 203
2023
Q1 		$1.26M Buy
7,611
+1,434
+23% +$238K 0.08% 173
2022
Q4 		$913K Buy
+6,177
New +$915K 0.07% 167

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's AXP Position: Q4 2025 in Review

SageView Advisory Group reduced its American Express (AXP) stake by 35% in Q4 2025, selling an estimated $900K and leaving 4,614 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #178.

SageView Advisory Group first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.55M in Q4 2024. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • SageView Advisory Group held 4,614 shares of American Express worth $1.71M as of Q4 2025.
  • SageView Advisory Group sold 2,516 American Express shares in Q4 2025, an estimated $900K.
  • American Express made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #178 holding.
  • SageView Advisory Group first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's American Express position peaked at $2.55M in Q4 2024.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.