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Wealth Advisors of Tampa Bay’s American Express AXP Stock Holding History

Wealth Advisors of Tampa Bay’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 		– Sell
-150
Closed -$40.4K – 95
2025
Q1 		$40.4K Buy
+150
New +$44.3K 0.02% 132
2022
Q3 		– Sell
-1,800
Closed -$250K – 79
2022
Q2 		$250K Hold
1,800
– – 0.08% 83
2022
Q1 		$336K Sell
1,800
-390
-18% -$70.4K 0.09% 81
2021
Q4 		$358K Buy
+2,190
New +$373K 0.09% 85

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

Wealth Advisors of Tampa Bay's AXP Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of American Express (AXP) in Q2 2025, closing a stake of 150 shares — an estimated $40.4K sold.

Wealth Advisors of Tampa Bay first reported a position in AXP in Q4 2021 and held it in 4 quarters. The position peaked at $358K in Q4 2021. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 150 American Express shares in Q2 2025, an estimated $40.4K.
  • Wealth Advisors of Tampa Bay first reported a position in American Express in Q4 2021 and held it in 4 quarters.
  • Wealth Advisors of Tampa Bay's American Express position peaked at $358K in Q4 2021.
  • 2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.