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Shilanski & Associates’s American Express AXP Stock Holding History

Shilanski & Associates’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 		$248K Hold
747
– – 0.07% 95
2025
Q2 		$238K Hold
747
– – 0.07% 95
2025
Q1 		$201K Sell
747
-2
-0.3% -$591 0.06% 100
2024
Q4 		$222K Hold
749
– – 0.07% 95
2024
Q3 		$203K Buy
+749
New +$187K 0.07% 98
2022
Q4 		– Sell
-1,982
Closed -$267K – 119
2022
Q3 		$267K Buy
+1,982
New +$300K 0.1% 110

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shilanski & Associates's AXP Position: Q3 2025 in Review

Shilanski & Associates held its American Express (AXP) position steady in Q3 2025 at 747 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #95.

Shilanski & Associates first reported a position in AXP in Q3 2022 and has held it in 6 quarters since. The position peaked at $267K in Q3 2022. 2,754 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Shilanski & Associates held 747 shares of American Express worth $248K as of Q3 2025.
  • Shilanski & Associates left its American Express share count unchanged in Q3 2025.
  • American Express made up 0.07% of Shilanski & Associates's portfolio in Q3 2025, its #95 holding.
  • Shilanski & Associates first reported a position in American Express in Q3 2022 and has held it in 6 quarters since.
  • Shilanski & Associates's American Express position peaked at $267K in Q3 2022.
  • 2,754 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.