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Williamson Legacy Group’s American Express AXP Stock Holding History

Williamson Legacy Group’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
Q1 		– Sell
-2,449
Closed -$727K – 106
2024
Q4 		$727K Buy
+2,449
New +$704K 0.48% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Williamson Legacy Group's AXP Position: Q1 2025 in Review

Williamson Legacy Group sold out of American Express (AXP) in Q1 2025, closing a stake of 2,449 shares — an estimated $727K sold.

Williamson Legacy Group first reported a position in AXP in Q4 2024 and held it in 1 quarter. The position peaked at $727K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Williamson Legacy Group reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 2,449 American Express shares in Q1 2025, an estimated $727K.
  • Williamson Legacy Group first reported a position in American Express in Q4 2024 and held it in 1 quarter.
  • Williamson Legacy Group's American Express position peaked at $727K in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.