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Tucker Asset Management’s American Express AXP Stock Holding History

Tucker Asset Management’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 		$6.29K Buy
+17
New +$6.08K ﹤0.01% 658
2025
Q1 		– Sell
-103
Closed -$30.6K – 365
2024
Q4 		$30.6K Sell
103
-814
-89% -$234K ﹤0.01% 456
2024
Q3 		$249K Buy
+917
New +$228K 0.06% 123

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tucker Asset Management's AXP Position: Q4 2025 in Review

Tucker Asset Management opened a new position in American Express (AXP) in Q4 2025: 17 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in AXP as recently as Q4 2024.

Tucker Asset Management first reported a position in AXP in Q3 2024 and has held it in 3 quarters since. The position peaked at $249K in Q3 2024. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Tucker Asset Management held 17 shares of American Express worth $6.29K as of Q4 2025.
  • American Express was a new Tucker Asset Management position in Q4 2025.
  • American Express made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #658 holding.
  • Tucker Asset Management first reported a position in American Express in Q3 2024 and has held it in 3 quarters since.
  • Tucker Asset Management's American Express position peaked at $249K in Q3 2024.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.