Transatlantique Private Wealth’s American Express AXP Stock Holding History

Transatlantique Private Wealth’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	$2.11M	Sell	5,704 -270	-5%	-$96.6K	0.66%	45
2025 Q3	$1.98M	Buy	5,974 +177	+3%	+$56.3K	0.65%	45
2025 Q2	$1.85M	Buy	5,797 +125	+2%	+$35.2K	0.68%	37
2025 Q1	$1.53M	Buy	5,672 +139	+3%	+$41.1K	0.61%	43
2024 Q4	$1.64M	Buy	5,533 +1	+0%	+$287	0.62%	39
2024 Q3	$1.5M	Sell	5,532 -1,730	-24%	-$431K	0.57%	46
2024 Q2	$1.67M	Buy	7,262 +110	+2%	+$25.5K	0.68%	36
2024 Q1	$1.61M	Buy	7,152 +1	+0%	+$207	0.7%	35
2023 Q4	$1.32M	Hold	7,151	–	–	0.62%	46
2023 Q3	$1.06M	Buy	7,151 +23	+0.3%	+$3.76K	0.57%	52
2023 Q2	$1.24M	Sell	7,128 -15	-0.2%	-$2.42K	0.65%	44
2023 Q1	$1.16M	Hold	7,143	–	–	0.64%	45
2022 Q4	$1.05M	Buy	7,143 +1,029	+17%	+$152K	0.63%	46
2022 Q3	$825K	Hold	6,114	–	–	0.55%	57
2022 Q2	$848K	Buy	+6,114	New	+$1.01M	0.59%	55

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

Transatlantique Private Wealth's AXP Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its American Express (AXP) stake by 4.5% in Q4 2025, selling an estimated $96.6K and leaving 5,704 shares worth $2.11M. The position accounts for 0.66% of the portfolio, ranked #45.

Transatlantique Private Wealth first reported a position in AXP in Q2 2022 and has held it in 15 quarters since. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Transatlantique Private Wealth held 5,704 shares of American Express worth $2.11M as of Q4 2025.
Transatlantique Private Wealth sold 270 American Express shares in Q4 2025, an estimated $96.6K.
American Express made up 0.66% of Transatlantique Private Wealth's portfolio in Q4 2025, its #45 holding.
Transatlantique Private Wealth first reported a position in American Express in Q2 2022 and has held it in 15 quarters since.
3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.