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West Coast Financial’s American Express AXP Stock Holding History

West Coast Financial’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
-3,949
Closed -$1.06M – 16
2025
Q1 		$1.06M Hold
3,949
– – 0.12% 77
2024
Q4 		$1.17M Hold
3,949
– – 0.13% 74
2024
Q3 		$1.07M Hold
3,949
– – 0.12% 82
2024
Q2 		$914K Buy
3,949
+24
+0.6% +$5.56K 0.11% 82
2024
Q1 		$894K Buy
3,925
+50
+1% +$10.4K 0.11% 80
2023
Q4 		$726K Buy
+3,875
New +$624K 0.1% 83

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

West Coast Financial's AXP Position: Q2 2025 in Review

West Coast Financial sold out of American Express (AXP) in Q2 2025, closing a stake of 3,949 shares — an estimated $1.06M sold.

West Coast Financial first reported a position in AXP in Q4 2023 and held it in 6 quarters. The position peaked at $1.17M in Q4 2024. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • West Coast Financial reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 3,949 American Express shares in Q2 2025, an estimated $1.06M.
  • West Coast Financial first reported a position in American Express in Q4 2023 and held it in 6 quarters.
  • West Coast Financial's American Express position peaked at $1.17M in Q4 2024.
  • 2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.