Tyler-Stone Wealth Management’s American Express AXP Stock Holding History

Tyler-Stone Wealth 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 Q2	$240K	Sell	752 -40	-5%	-$11.3K	0.04%	304
2025 Q1	$213K	Buy	792 +36	+5%	+$10.6K	0.04%	307
2024 Q4	$224K	Sell	756 -2	-0.3%	-$575	0.04%	296
2024 Q3	$206K	Buy	758 +613	+423%	+$153K	0.04%	307
2024 Q2	$33.6K	Hold	145	–	–	0.01%	430
2024 Q1	$33K	Sell	145 -10	-6%	-$2.07K	0.01%	437
2023 Q4	$29K	Hold	155	–	–	0.01%	446
2023 Q3	$23K	Hold	155	–	–	0.01%	456
2023 Q2	$27K	Buy	+155	New	+$25K	0.02%	439
2022 Q4	$23K	Hold	155	–	–	0.02%	425
2022 Q3	$21K	Hold	155	–	–	0.02%	423
2022 Q2	$21K	Hold	155	–	–	0.01%	438
2022 Q1	$29K	Hold	155	–	–	0.02%	418
2021 Q4	$25K	Buy	+155	New	+$26.4K	0.01%	466

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Tyler-Stone Wealth Management's AXP Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its American Express (AXP) stake by 5.1% in Q2 2025, selling an estimated $11.3K and leaving 752 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #304.

Tyler-Stone Wealth Management first reported a position in AXP in Q4 2021 and has held it in 14 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Tyler-Stone Wealth Management held 752 shares of American Express worth $240K as of Q2 2025.
Tyler-Stone Wealth Management sold 40 American Express shares in Q2 2025, an estimated $11.3K.
American Express made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #304 holding.
Tyler-Stone Wealth Management first reported a position in American Express in Q4 2021 and has held it in 14 quarters since.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.