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Stonegate Investment Group’s American Express AXP Stock Holding History

Stonegate Investment 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 		$14.9M Buy
44,954
+13,215
+42% +$4.2M 0.35% 45
2025
Q2 		$10.1M Buy
31,739
+29,969
+1,693% +$8.43M 0.25% 50
2025
Q1 		$476K Sell
1,770
-67
-4% -$19.8K 0.01% 223
2024
Q4 		$545K Sell
1,837
-1,001
-35% -$288K 0.01% 203
2024
Q3 		$770K Sell
2,838
-8,274
-74% -$2.06M 0.02% 187
2024
Q2 		$2.57M Sell
11,112
-10,539
-49% -$2.44M 0.07% 101
2024
Q1 		$4.93M Sell
21,651
-121
-0.6% -$25.1K 0.15% 69
2023
Q4 		$4.08M Sell
21,772
-932
-4% -$150K 0.13% 73
2023
Q3 		$3.39M Sell
22,704
-1,187
-5% -$194K 0.12% 80
2023
Q2 		$4.16M Buy
23,891
+155
+0.7% +$25K 0.15% 73
2023
Q1 		$3.92M Sell
23,736
-5,314
-18% -$882K 0.15% 72
2022
Q4 		$4.29M Sell
29,050
-654
-2% -$96.9K 0.19% 66
2022
Q3 		$4.01M Sell
29,704
-167
-0.6% -$25.3K 0.18% 72
2022
Q2 		$4.14M Sell
29,871
-376
-1% -$62.1K 0.18% 75
2022
Q1 		$5.66M Sell
30,247
-12,229
-29% -$2.21M 0.19% 64
2021
Q4 		$6.95M Buy
+42,476
New +$7.24M 0.29% 58

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

Stonegate Investment Group's AXP Position: Q3 2025 in Review

Stonegate Investment Group increased its American Express (AXP) stake by 42% in Q3 2025, buying an estimated $4.2M and bringing the position to 44,954 shares worth $14.9M. The position accounts for 0.35% of the portfolio, ranked #45.

Stonegate Investment Group first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Stonegate Investment Group held 44,954 shares of American Express worth $14.9M as of Q3 2025.
  • Stonegate Investment Group bought 13,215 American Express shares in Q3 2025, an estimated $4.2M.
  • American Express made up 0.35% of Stonegate Investment Group's portfolio in Q3 2025, its #45 holding.
  • Stonegate Investment Group first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.