Stephens Consulting’s American Express AXP Stock Holding History

Stephens Consulting’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 Q4	$207K	Buy	560 +2	+0.4%	+$716	0.07%	62
2025 Q3	$185K	Buy	558 +40	+8%	+$12.7K	0.06%	66
2025 Q2	$165K	Buy	518 +17	+3%	+$4.79K	0.04%	116
2025 Q1	$135K	Buy	501 +227	+83%	+$67.1K	0.03%	118
2024 Q4	$81.3K	Sell	274 -7	-2%	-$2.01K	0.02%	152
2024 Q3	$76.2K	Sell	281 -14	-5%	-$3.49K	0.02%	151
2024 Q2	$68.3K	Buy	295 +37	+14%	+$8.57K	0.02%	158
2024 Q1	$58.7K	Hold	258	–	–	0.02%	167
2023 Q4	$48.3K	Hold	258	–	–	0.02%	181
2023 Q3	$38.5K	Hold	258	–	–	0.02%	189
2023 Q2	$44.9K	Hold	258	–	–	0.02%	177
2023 Q1	$42.6K	Hold	258	–	–	0.03%	186
2022 Q4	$38.1K	Buy	+258	New	+$38.2K	0.03%	189

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's AXP Position: Q4 2025 in Review

Stephens Consulting increased its American Express (AXP) stake by 0.36% in Q4 2025, buying an estimated $716 and bringing the position to 560 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #62.

Stephens Consulting first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Stephens Consulting held 560 shares of American Express worth $207K as of Q4 2025.
Stephens Consulting bought 2 American Express shares in Q4 2025, an estimated $716.
American Express made up 0.07% of Stephens Consulting's portfolio in Q4 2025, its #62 holding.
Stephens Consulting first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.