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Wela Strategies’s American Express AXP Stock Holding History

Wela Strategies’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 		$677K Sell
2,037
-112
-5% -$35.6K 0.26% 32
2025
Q2 		$686K Buy
2,149
+117
+6% +$32.9K 0.27% 28
2025
Q1 		$547K Buy
2,032
+85
+4% +$25.1K 0.23% 33
2024
Q4 		$578K Buy
1,947
+251
+15% +$72.1K 0.25% 31
2024
Q3 		$460K Sell
1,696
-68
-4% -$16.9K 0.2% 41
2024
Q2 		$408K Sell
1,764
-1
-0.1% -$232 0.19% 40
2024
Q1 		$402K Sell
1,765
-468
-21% -$97K 0.19% 40
2023
Q4 		$418K Buy
2,233
+87
+4% +$14K 0.22% 34
2023
Q3 		$320K Buy
+2,146
New +$351K 0.19% 41

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

Wela Strategies's AXP Position: Q3 2025 in Review

Wela Strategies reduced its American Express (AXP) stake by 5.2% in Q3 2025, selling an estimated $35.6K and leaving 2,037 shares worth $677K. The position accounts for 0.26% of the portfolio, ranked #32.

Wela Strategies first reported a position in AXP in Q3 2023 and has held it in 9 quarters since. The position peaked at $686K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Wela Strategies held 2,037 shares of American Express worth $677K as of Q3 2025.
  • Wela Strategies sold 112 American Express shares in Q3 2025, an estimated $35.6K.
  • American Express made up 0.26% of Wela Strategies's portfolio in Q3 2025, its #32 holding.
  • Wela Strategies first reported a position in American Express in Q3 2023 and has held it in 9 quarters since.
  • Wela Strategies's American Express position peaked at $686K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.