44 Wealth Management’s American Express AXP Stock Holding History

44 Wealth Management’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	-5,325	Closed	-$1.58M	–	187
2024 Q4	$1.58M	Sell	5,325 -570	-10%	-$164K	0.61%	48
2024 Q3	$1.6M	Buy	+5,895	New	+$1.47M	0.56%	58
2021 Q3	–	Sell	-1,882	Closed	-$311K	–	176
2021 Q2	$311K	Sell	1,882 -1,440	-43%	-$226K	0.12%	135
2021 Q1	$470K	Sell	3,322 -754	-18%	-$99.6K	0.2%	106
2020 Q4	$493K	Buy	+4,076	New	+$451K	0.22%	98

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

44 Wealth Management's AXP Position: Q1 2025 in Review

44 Wealth Management sold out of American Express (AXP) in Q1 2025, closing a stake of 5,325 shares — an estimated $1.58M sold.

44 Wealth Management first reported a position in AXP in Q4 2020 and held it in 5 quarters. The position peaked at $1.6M in Q3 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

44 Wealth Management reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
44 Wealth Management sold 5,325 American Express shares in Q1 2025, an estimated $1.58M.
44 Wealth Management first reported a position in American Express in Q4 2020 and held it in 5 quarters.
44 Wealth Management's American Express position peaked at $1.6M in Q3 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on 44 Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.