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XML Financial’s American Express AXP Stock Holding History

XML Financial’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
2026
Q1 		$517K Sell
1,708
-398
-19% -$133K 0.04% 258
2025
Q4 		$779K Buy
2,106
+708
+51% +$253K 0.06% 204
2025
Q3 		$464K Sell
1,398
-200
-13% -$63.6K 0.04% 259
2025
Q2 		$510K Hold
1,598
– – 0.04% 239
2025
Q1 		$430K Sell
1,598
-150
-9% -$44.3K 0.04% 242
2024
Q4 		$519K Buy
1,748
+621
+55% +$178K 0.05% 228
2024
Q3 		$306K Buy
1,127
+101
+10% +$25.1K 0.03% 287
2024
Q2 		$238K Buy
1,026
+1
+0.1% +$232 0.02% 302
2024
Q1 		$233K Buy
+1,025
New +$213K 0.02% 308
2022
Q2 		– Sell
-1,234
Closed -$231K – 236
2022
Q1 		$231K Buy
1,234
+1
+0.1% +$181 0.03% 292
2021
Q4 		$202K Buy
1,233
+1
+0.1% +$171 0.02% 302
2021
Q3 		$206K Buy
+1,232
New +$206K 0.03% 290
2021
Q1 		– Sell
-1,724
Closed -$208K – 216
2020
Q4 		$208K Buy
+1,724
New +$191K 0.05% 195

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM