Soundwatch Capital’s American Express AXP Stock Holding History

Soundwatch Capital’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	-2,551	Closed	-$1.57M	–	48
2025 Q2	$1.57M	Buy	+2,551	New	+$718K	0.27%	60

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

Soundwatch Capital's AXP Position: Q3 2025 in Review

Soundwatch Capital sold out of American Express (AXP) in Q3 2025, closing a stake of 2,551 shares — an estimated $1.57M sold.

Soundwatch Capital first reported a position in AXP in Q2 2025 and held it in 1 quarter. The position peaked at $1.57M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Soundwatch Capital reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Soundwatch Capital sold 2,551 American Express shares in Q3 2025, an estimated $1.57M.
Soundwatch Capital first reported a position in American Express in Q2 2025 and held it in 1 quarter.
Soundwatch Capital's American Express position peaked at $1.57M in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.