WWA
AXP icon

Wingate Wealth Advisors’s American Express AXP Stock Holding History

Wingate Wealth 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
Q1 		– Sell
-190
Closed -$56.4K – 122
2024
Q4 		$56.4K Buy
+190
New +$54.6K 0.06% 200

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

Wingate Wealth Advisors's AXP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 190 shares — an estimated $56.4K sold.

Wingate Wealth Advisors first reported a position in AXP in Q4 2024 and held it in 1 quarter. The position peaked at $56.4K in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 190 American Express shares in Q1 2025, an estimated $56.4K.
  • Wingate Wealth Advisors first reported a position in American Express in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's American Express position peaked at $56.4K in Q4 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.