TA
AXP icon

TFB Advisors’s American Express AXP Stock Holding History

TFB Advisors’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
-970
Closed -$309K – 310
2025
Q2 		$309K Buy
970
+67
+7% +$18.9K 0.08% 256
2025
Q1 		$243K Sell
903
-84
-9% -$24.8K 0.07% 285
2024
Q4 		$293K Sell
987
-32
-3% -$9.19K 0.08% 247
2024
Q3 		$276K Buy
1,019
+13
+1% +$3.24K 0.08% 255
2024
Q2 		$233K Buy
1,006
+21
+2% +$4.86K 0.08% 264
2024
Q1 		$228K Buy
+985
New +$204K 0.08% 245

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

TFB Advisors's AXP Position: Q3 2025 in Review

TFB Advisors sold out of American Express (AXP) in Q3 2025, closing a stake of 970 shares — an estimated $309K sold.

TFB Advisors first reported a position in AXP in Q1 2024 and held it in 6 quarters. The position peaked at $309K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • TFB Advisors reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 970 American Express shares in Q3 2025, an estimated $309K.
  • TFB Advisors first reported a position in American Express in Q1 2024 and held it in 6 quarters.
  • TFB Advisors's American Express position peaked at $309K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.