Sierra Ocean’s American Express AXP Stock Holding History

Sierra Ocean’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	–	Sell	-136	Closed	-$43.5K	–	132
2025 Q2	$43.5K	Sell	136 -9	-6%	-$2.53K	0.03%	208
2025 Q1	$39.1K	Buy	145 +12	+9%	+$3.55K	0.03%	204
2024 Q4	$39.6K	Buy	+133	New	+$38.2K	0.03%	200

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

Sierra Ocean's AXP Position: Q3 2025 in Review

Sierra Ocean sold out of American Express (AXP) in Q3 2025, closing a stake of 136 shares — an estimated $43.5K sold.

Sierra Ocean first reported a position in AXP in Q4 2024 and held it in 3 quarters. The position peaked at $43.5K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Sierra Ocean reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 136 American Express shares in Q3 2025, an estimated $43.5K.
Sierra Ocean first reported a position in American Express in Q4 2024 and held it in 3 quarters.
Sierra Ocean's American Express position peaked at $43.5K in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.