Sonora Investment Management Group’s American Express AXP Stock Holding History

Sonora Investment Management Group’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	$648K	Sell	1,952 -73	-4%	-$23.2K	0.05%	151
2025 Q2	$646K	Buy	2,025 +549	+37%	+$155K	0.05%	150
2025 Q1	$397K	Buy	1,476 +613	+71%	+$181K	0.03%	185
2024 Q4	$256K	Buy	863 +19	+2%	+$5.46K	0.02%	235
2024 Q3	$229K	Sell	844 -582	-41%	-$145K	0.02%	253
2024 Q2	$325K	Hold	1,426	–	–	0.03%	212
2024 Q1	$325K	Sell	1,426 -37	-3%	-$7.67K	0.03%	213
2023 Q4	$274K	Buy	1,463 +2	+0.1%	+$322	0.02%	220
2023 Q3	$218K	Sell	1,461 -72	-5%	-$11.8K	0.02%	232
2023 Q2	$267K	Buy	1,533 +151	+11%	+$24.4K	0.02%	214
2023 Q1	$228K	Buy	+1,382	New	+$229K	0.02%	237

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

Sonora Investment Management Group's AXP Position: Q3 2025 in Review

Sonora Investment Management Group reduced its American Express (AXP) stake by 3.6% in Q3 2025, selling an estimated $23.2K and leaving 1,952 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #151.

Sonora Investment Management Group first reported a position in AXP in Q1 2023 and has held it in 11 quarters since. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Sonora Investment Management Group held 1,952 shares of American Express worth $648K as of Q3 2025.
Sonora Investment Management Group sold 73 American Express shares in Q3 2025, an estimated $23.2K.
American Express made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #151 holding.
Sonora Investment Management Group first reported a position in American Express in Q1 2023 and has held it in 11 quarters since.
2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.