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Semmax Financial Advisors’s American Express AXP Stock Holding History

Semmax Financial 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
Q2 		$215K Buy
724
+2
+0.3% +$563 0.06% 134
2025
Q1 		$206K Buy
722
+1
+0.1% +$296 0.06% 125
2024
Q4 		$222K Buy
721
+2
+0.3% +$575 0.06% 119
2024
Q3 		$208K Buy
719
+1
+0.1% +$249 0.06% 120
2024
Q2 		$172K Sell
718
-7
-1% -$1.62K 0.05% 123
2024
Q1 		$173K Buy
725
+564
+350% +$117K 0.06% 119
2023
Q4 		$33.8K Sell
161
-1
-0.6% -$161 0.01% 161
2023
Q3 		$25K Buy
+162
New +$26.5K 0.01% 154
2022
Q4 		$204K Sell
1,325
-60
-4% -$8.89K 0.08% 85
2022
Q3 		$204K Sell
1,385
-71
-5% -$10.7K 0.09% 84
2022
Q2 		$236K Sell
1,456
-107
-7% -$17.7K 0.1% 88
2022
Q1 		$292K Sell
1,563
-1,125
-42% -$203K 0.12% 96
2021
Q4 		$440K Sell
2,688
-662
-20% -$113K 0.16% 94
2021
Q3 		$561K Sell
3,350
-201
-6% -$33.6K 0.19% 93
2021
Q2 		$587K Buy
3,551
+94
+3% +$14.7K 0.19% 93
2021
Q1 		$489K Buy
3,457
+272
+9% +$35.9K 0.17% 92
2020
Q4 		$385K Buy
3,185
+187
+6% +$20.7K 0.16% 91
2020
Q3 		$301K Buy
2,998
+143
+5% +$14.1K 0.14% 88
2020
Q2 		$272K Buy
2,855
+353
+14% +$32.5K 0.14% 86
2020
Q1 		$214K Buy
2,502
+243
+11% +$28.3K 0.14% 90
2019
Q4 		$281K Buy
2,259
+137
+6% +$16.4K 0.15% 83
2019
Q3 		$251K Sell
2,122
-1,347
-39% -$165K 0.15% 81
2019
Q2 		$428K Buy
3,469
+1,304
+60% +$153K 0.28% 68
2019
Q1 		$237K Buy
2,165
+603
+39% +$63.4K 0.16% 119
2018
Q4 		$149K Buy
+1,562
New +$163K 0.12% 125

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
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

Semmax Financial Advisors's AXP Position: Q2 2025 in Review

Semmax Financial Advisors increased its American Express (AXP) stake by 0.28% in Q2 2025, buying an estimated $563 and bringing the position to 724 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #134.

Semmax Financial Advisors first reported a position in AXP in Q4 2018 and has held it in 25 quarters since. The position peaked at $587K in Q2 2021. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Semmax Financial Advisors held 724 shares of American Express worth $215K as of Q2 2025.
  • Semmax Financial Advisors bought 2 American Express shares in Q2 2025, an estimated $563.
  • American Express made up 0.06% of Semmax Financial Advisors's portfolio in Q2 2025, its #134 holding.
  • Semmax Financial Advisors first reported a position in American Express in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's American Express position peaked at $587K in Q2 2021.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.