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Smith & Howard Wealth Management’s American Express AXP Stock Holding History

Smith & Howard Wealth 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 		– Sell
-861
Closed -$275K – 91
2025
Q2 		$275K Hold
861
– – 0.07% 65
2025
Q1 		$232K Hold
861
– – 0.06% 73
2024
Q4 		$255K Hold
861
– – 0.07% 66
2024
Q3 		$233K Buy
+861
New +$214K 0.07% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Smith & Howard Wealth Management's AXP Position: Q3 2025 in Review

Smith & Howard Wealth Management sold out of American Express (AXP) in Q3 2025, closing a stake of 861 shares — an estimated $275K sold.

Smith & Howard Wealth Management first reported a position in AXP in Q3 2024 and held it in 4 quarters. The position peaked at $275K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Smith & Howard Wealth Management reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 861 American Express shares in Q3 2025, an estimated $275K.
  • Smith & Howard Wealth Management first reported a position in American Express in Q3 2024 and held it in 4 quarters.
  • Smith & Howard Wealth Management's American Express position peaked at $275K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.