SPA
AXP icon

Sherbrooke Park Advisers’s American Express AXP Stock Holding History

Sherbrooke Park Advisers’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 		$495K Buy
+1,338
New +$479K 1.28% 11
2024
Q3 		– Sell
-2,041
Closed -$473K – 914
2024
Q2 		$473K Buy
+2,041
New +$473K 0.08% 438
2024
Q1 		– Sell
-1,202
Closed -$225K – 837
2023
Q4 		$225K Sell
1,202
-6,148
-84% -$990K 0.11% 302
2023
Q3 		$1.1M Buy
7,350
+5,250
+250% +$859K 0.35% 87
2023
Q2 		$366K Buy
+2,100
New +$339K 0.19% 228
2023
Q1 		– Sell
-1,400
Closed -$207K – 193
2022
Q4 		$207K Buy
+1,400
New +$207K 0.15% 242

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

Sherbrooke Park Advisers's AXP Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in American Express (AXP) in Q4 2025: 1,338 shares worth $495K. The stake represents 1.28% of the portfolio and ranks #11 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in AXP as recently as Q2 2024.

Sherbrooke Park Advisers first reported a position in AXP in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2023. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Sherbrooke Park Advisers held 1,338 shares of American Express worth $495K as of Q4 2025.
  • American Express was a new Sherbrooke Park Advisers position in Q4 2025.
  • American Express made up 1.28% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #11 holding.
  • Sherbrooke Park Advisers first reported a position in American Express in Q4 2022 and has held it in 6 quarters since.
  • Sherbrooke Park Advisers's American Express position peaked at $1.1M in Q3 2023.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.