WFA
AXP icon

WMG Financial Advisors’s American Express AXP Stock Holding History

WMG Financial 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
Q4 		– Sell
-2,324
Closed -$772K – 116
2025
Q3 		$772K Sell
2,324
-25
-1% -$7.95K 0.26% 61
2025
Q2 		$749K Sell
2,349
-4
-0.2% -$1.13K 0.28% 57
2025
Q1 		$633K Hold
2,353
– – 0.27% 57
2024
Q4 		$698K Sell
2,353
-17
-0.7% -$4.88K 0.3% 54
2024
Q3 		$643K Buy
+2,370
New +$590K 0.29% 54

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WMG Financial Advisors's AXP Position: Q4 2025 in Review

WMG Financial Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 2,324 shares — an estimated $772K sold.

WMG Financial Advisors first reported a position in AXP in Q3 2024 and held it in 5 quarters. The position peaked at $772K in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • WMG Financial Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 2,324 American Express shares in Q4 2025, an estimated $772K.
  • WMG Financial Advisors first reported a position in American Express in Q3 2024 and held it in 5 quarters.
  • WMG Financial Advisors's American Express position peaked at $772K in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.