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Transform Wealth’s American Express AXP Stock Holding History

Transform 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
Q1 		$255K Buy
+946
New +$280K 0.02% 221
2024
Q1 		– Sell
-3,488
Closed -$653K – 221
2023
Q4 		$653K Sell
3,488
-54
-2% -$8.69K 0.06% 154
2023
Q3 		$528K Buy
3,542
+101
+3% +$16.5K 0.06% 164
2023
Q2 		$599K Sell
3,441
-71
-2% -$11.5K 0.05% 166
2023
Q1 		$579K Sell
3,512
-150
-4% -$24.9K 0.05% 165
2022
Q4 		$541K Buy
3,662
+61
+2% +$9.04K 0.06% 142
2022
Q3 		$486K Sell
3,601
-203
-5% -$30.7K 0.06% 122
2022
Q2 		$529K Buy
3,804
+108
+3% +$17.8K 0.08% 122
2022
Q1 		$691K Sell
3,696
-620
-14% -$112K 0.08% 134
2021
Q4 		$706K Sell
4,316
-557
-11% -$95K 0.07% 138
2021
Q3 		$816K Sell
4,873
-360
-7% -$60.2K 0.09% 127
2021
Q2 		$865K Sell
5,233
-789
-13% -$124K 0.11% 129
2021
Q1 		$852K Sell
6,022
-77
-1% -$10.2K 0.17% 109
2020
Q4 		$737K Sell
6,099
-703
-10% -$77.9K 0.15% 119
2020
Q3 		$682K Buy
6,802
+66
+1% +$6.49K 0.11% 125
2020
Q2 		$641K Sell
6,736
-12,838
-66% -$1.18M 0.11% 128
2020
Q1 		$1.68M Sell
19,574
-1,280
-6% -$149K 0.36% 89
2019
Q4 		$2.6M Sell
20,854
-95
-0.5% -$11.4K 0.41% 79
2019
Q3 		$2.48M Sell
20,949
-6,885
-25% -$844K 0.44% 78
2019
Q2 		$3.44M Sell
27,834
-7,666
-22% -$900K 0.51% 72
2019
Q1 		$3.88M Buy
35,500
+12,300
+53% +$1.29M 0.72% 59
2018
Q4 		$2.21M Sell
23,200
-4,900
-17% -$513K 0.46% 74
2018
Q3 		$2.99M Sell
28,100
-100
-0.4% -$10.4K 0.52% 71
2018
Q2 		$2.76M Sell
28,200
-1,055
-4% -$104K 0.5% 67
2018
Q1 		$2.73M Buy
29,255
+1,400
+5% +$136K 0.52% 71
2017
Q4 		$2.77M Buy
+27,855
New +$2.65M 0.51% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Transform Wealth's AXP Position: Q1 2025 in Review

Transform Wealth opened a new position in American Express (AXP) in Q1 2025: 946 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: Transform Wealth previously reported a position in AXP as recently as Q4 2023.

Transform Wealth first reported a position in AXP in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.88M in Q1 2019. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Transform Wealth held 946 shares of American Express worth $255K as of Q1 2025.
  • American Express was a new Transform Wealth position in Q1 2025.
  • American Express made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #221 holding.
  • Transform Wealth first reported a position in American Express in Q4 2017 and has held it in 26 quarters since.
  • Transform Wealth's American Express position peaked at $3.88M in Q1 2019.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.