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Townsend & Associates’s American Express AXP Stock Holding History

Townsend & Associates’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
-7,895
Closed -$1.91M – 114
2025
Q1 		$1.91M Sell
7,895
-4,829
-38% -$1.43M 0.2% 54
2024
Q4 		$4.05M Sell
12,724
-692
-5% -$199K 0.41% 42
2024
Q3 		$3.64M Buy
13,416
+124
+0.9% +$30.9K 0.37% 43
2024
Q2 		$3.27M Sell
13,292
-364
-3% -$84.3K 0.36% 43
2024
Q1 		$3.26M Sell
13,656
-372
-3% -$77.1K 0.38% 40
2023
Q4 		$2.61M Buy
14,028
+68
+0.5% +$10.9K 0.33% 44
2023
Q3 		$1.97M Buy
13,960
+6,642
+91% +$1.09M 0.42% 49
2023
Q2 		$1.22M Buy
7,318
+578
+9% +$93.3K 0.31% 68
2023
Q1 		$1.09M Buy
6,740
+3,556
+112% +$590K 0.44% 68
2022
Q4 		$577K Buy
+3,184
New +$472K 0.29% 69

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

Townsend & Associates's AXP Position: Q2 2025 in Review

Townsend & Associates sold out of American Express (AXP) in Q2 2025, closing a stake of 7,895 shares — an estimated $1.91M sold.

Townsend & Associates first reported a position in AXP in Q4 2022 and held it in 10 quarters. The position peaked at $4.05M in Q4 2024. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Townsend & Associates reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Townsend & Associates sold 7,895 American Express shares in Q2 2025, an estimated $1.91M.
  • Townsend & Associates first reported a position in American Express in Q4 2022 and held it in 10 quarters.
  • Townsend & Associates's American Express position peaked at $4.05M in Q4 2024.
  • 2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Townsend & Associates's 13F filing for Q2 2025, filed 30 Jul 2025.