WAM
AXP icon

WFA Asset Management’s American Express AXP Stock Holding History

WFA Asset Management’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 		$43.9K Hold
162
– – 0.02% 109
2025
Q2 		$37.4K Buy
162
+1
+0.6% +$281 0.02% 111
2025
Q1 		$36.7K Sell
161
-64
-28% -$18.9K 0.02% 119
2024
Q4 		$66.9K Buy
225
+63
+39% +$18.1K 0.04% 95
2024
Q3 		$43.9K Hold
162
– – 0.02% 110
2024
Q2 		$37.4K Buy
162
+1
+0.6% +$232 0.02% 112
2024
Q1 		$36.7K Hold
161
– – 0.02% 120
2023
Q4 		$30.1K Buy
+161
New +$25.9K 0.02% 123

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

WFA Asset Management's AXP Position: Q3 2025 in Review

WFA Asset Management held its American Express (AXP) position steady in Q3 2025 at 162 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #109.

WFA Asset Management first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $66.9K in Q4 2024. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • WFA Asset Management held 162 shares of American Express worth $43.9K as of Q3 2025.
  • WFA Asset Management left its American Express share count unchanged in Q3 2025.
  • American Express made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #109 holding.
  • WFA Asset Management first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
  • WFA Asset Management's American Express position peaked at $66.9K in Q4 2024.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.