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Wood Tarver Financial Group’s American Express AXP Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-255
Closed -$81K – 193
2025
Q2 		$81K Hold
255
– – 0.02% 229
2025
Q1 		$68.6K Hold
255
– – 0.02% 242
2024
Q4 		$75K Buy
+255
New +$73.3K 0.03% 222

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

Wood Tarver Financial Group's AXP Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of American Express (AXP) in Q3 2025, closing a stake of 255 shares — an estimated $81K sold.

Wood Tarver Financial Group first reported a position in AXP in Q4 2024 and held it in 3 quarters. The position peaked at $81K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 255 American Express shares in Q3 2025, an estimated $81K.
  • Wood Tarver Financial Group first reported a position in American Express in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's American Express position peaked at $81K in Q2 2025.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.