Vishria Bird Financial Group’s American Express AXP Stock Holding History

Vishria Bird Financial Group’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	$418K	Buy	1,258 +31	+3%	+$9.86K	0.08%	75
2025 Q2	$391K	Buy	1,227 +30	+3%	+$8.44K	0.13%	71
2025 Q1	$322K	Hold	1,197	–	–	0.11%	70
2024 Q4	$355K	Hold	1,197	–	–	0.12%	65
2024 Q3	$325K	Buy	+1,197	New	+$298K	0.12%	69
2019 Q3	–	Sell	-2,847	Closed	-$351K	–	52
2019 Q2	$351K	Hold	2,847	–	–	0.35%	32
2019 Q1	$311K	Hold	2,847	–	–	0.31%	35
2018 Q4	$271K	Hold	2,847	–	–	0.3%	37
2018 Q3	$303K	Hold	2,847	–	–	0.26%	35
2018 Q2	$279K	Buy	+2,847	New	+$280K	0.26%	35

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

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

Vishria Bird Financial Group's AXP Position: Q3 2025 in Review

Vishria Bird Financial Group increased its American Express (AXP) stake by 2.5% in Q3 2025, buying an estimated $9.86K and bringing the position to 1,258 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #75.

Vishria Bird Financial Group first reported a position in AXP in Q2 2018 and has held it in 10 quarters since. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Vishria Bird Financial Group held 1,258 shares of American Express worth $418K as of Q3 2025.
Vishria Bird Financial Group bought 31 American Express shares in Q3 2025, an estimated $9.86K.
American Express made up 0.08% of Vishria Bird Financial Group's portfolio in Q3 2025, its #75 holding.
Vishria Bird Financial Group first reported a position in American Express in Q2 2018 and has held it in 10 quarters since.
2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.