Sheets Smith Investment Management’s American Express AXP Stock Holding History

Sheets Smith Investment Management’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	$261K	Buy	+786	New	+$250K	0.17%	107

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheets Smith Investment Management's AXP Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in American Express (AXP) in Q3 2025: 786 shares worth $261K. The stake represents 0.17% of the portfolio and ranks #107 among its holdings.

2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Sheets Smith Investment Management held 786 shares of American Express worth $261K as of Q3 2025.
American Express was a new Sheets Smith Investment Management position in Q3 2025.
American Express made up 0.17% of Sheets Smith Investment Management's portfolio in Q3 2025, its #107 holding.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.