WA
AXP icon

Wealthstream Advisors’s American Express AXP Stock Holding History

Wealthstream Advisors’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 		$283K Buy
851
+33
+4% +$10.5K 0.04% 133
2025
Q2 		$261K Buy
+818
New +$230K 0.04% 136

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

Wealthstream Advisors's AXP Position: Q3 2025 in Review

Wealthstream Advisors increased its American Express (AXP) stake by 4% in Q3 2025, buying an estimated $10.5K and bringing the position to 851 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #133.

Wealthstream Advisors first reported a position in AXP in Q2 2025 and has held it in 2 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Wealthstream Advisors held 851 shares of American Express worth $283K as of Q3 2025.
  • Wealthstream Advisors bought 33 American Express shares in Q3 2025, an estimated $10.5K.
  • American Express made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #133 holding.
  • Wealthstream Advisors first reported a position in American Express in Q2 2025 and has held it in 2 quarters since.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.