W Advisors LLC’s American Express AXP Stock Holding History

W Advisors LLC’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	–	Sell	-737	Closed	-$245K	–	142
2025 Q3	$245K	Hold	737	–	–	0.13%	118
2025 Q2	$235K	Buy	+737	New	+$207K	0.13%	114

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

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

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

W Advisors LLC's AXP Position: Q4 2025 in Review

W Advisors LLC sold out of American Express (AXP) in Q4 2025, closing a stake of 737 shares — an estimated $245K sold.

W Advisors LLC first reported a position in AXP in Q2 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

W Advisors LLC reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
W Advisors LLC sold 737 American Express shares in Q4 2025, an estimated $245K.
W Advisors LLC first reported a position in American Express in Q2 2025 and held it in 2 quarters.
W Advisors LLC's American Express position peaked at $245K in Q3 2025.
3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on W Advisors LLC's 13F filing for Q4 2025, filed 13 Feb 2026.