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Trinity Financial Advisors’s American Express AXP Stock Holding History

Trinity Financial 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
-660
Closed -$211K – 103
2025
Q2 		$211K Buy
+660
New +$186K 0.06% 89

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

Trinity Financial Advisors's AXP Position: Q3 2025 in Review

Trinity Financial Advisors sold out of American Express (AXP) in Q3 2025, closing a stake of 660 shares — an estimated $211K sold.

Trinity Financial Advisors first reported a position in AXP in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Trinity Financial Advisors reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Trinity Financial Advisors sold 660 American Express shares in Q3 2025, an estimated $211K.
  • Trinity Financial Advisors first reported a position in American Express in Q2 2025 and held it in 1 quarter.
  • Trinity Financial Advisors's American Express position peaked at $211K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Trinity Financial Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.