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The Family Firm’s American Express AXP Stock Holding History

The Family Firm’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
Q2 		– Sell
-1,234
Closed -$332K – 97
2025
Q1 		$332K Buy
1,234
+3
+0.2% +$887 0.07% 154
2024
Q4 		$365K Buy
1,231
+2
+0.2% +$575 0.08% 145
2024
Q3 		$333K Buy
1,229
+47
+4% +$11.7K 0.07% 155
2024
Q2 		$274K Buy
1,182
+3
+0.3% +$695 0.06% 166
2024
Q1 		$268K Buy
1,179
+3
+0.3% +$622 0.07% 167
2023
Q4 		$220K Buy
+1,176
New +$189K 0.06% 177
2023
Q3 		– Sell
-1,167
Closed -$203K – 176
2023
Q2 		$203K Buy
+1,167
New +$188K 0.05% 181
2015
Q1 		– Sell
-2,169
Closed -$202K – 110
2014
Q4 		$202K Buy
+2,169
New +$194K 0.11% 105

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

The Family Firm's AXP Position: Q2 2025 in Review

The Family Firm sold out of American Express (AXP) in Q2 2025, closing a stake of 1,234 shares — an estimated $332K sold.

The Family Firm first reported a position in AXP in Q4 2014 and held it in 8 quarters. The position peaked at $365K in Q4 2024. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • The Family Firm reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,234 American Express shares in Q2 2025, an estimated $332K.
  • The Family Firm first reported a position in American Express in Q4 2014 and held it in 8 quarters.
  • The Family Firm's American Express position peaked at $365K in Q4 2024.
  • 2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.