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Watts Gwilliam & Co’s American Express AXP Stock Holding History

Watts Gwilliam & Co’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 		$1.14M Hold
3,417
– – 0.18% 82
2025
Q2 		$1.17M Buy
3,417
+33
+1% +$9.29K 0.19% 79
2025
Q1 		$911K Sell
3,384
-13
-0.4% -$3.84K 0.2% 89
2024
Q4 		$1.03M Sell
3,397
-10
-0.3% -$2.87K 0.22% 87
2024
Q3 		$917K Buy
+3,407
New +$848K 0.2% 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

Watts Gwilliam & Co's AXP Position: Q3 2025 in Review

Watts Gwilliam & Co held its American Express (AXP) position steady in Q3 2025 at 3,417 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #82.

Watts Gwilliam & Co first reported a position in AXP in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Watts Gwilliam & Co held 3,417 shares of American Express worth $1.14M as of Q3 2025.
  • Watts Gwilliam & Co left its American Express share count unchanged in Q3 2025.
  • American Express made up 0.18% of Watts Gwilliam & Co's portfolio in Q3 2025, its #82 holding.
  • Watts Gwilliam & Co first reported a position in American Express in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's American Express position peaked at $1.17M in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.