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Abacus FCF Advisors’s American Express AXP Stock Holding History

Abacus FCF 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
-43,121
Closed -$12.8M – 87
2024
Q4 		$12.8M Buy
43,121
+13,640
+46% +$3.92M 1.68% 9
2024
Q3 		$8M Buy
29,481
+772
+3% +$192K 1.85% 6
2024
Q2 		$6.65M Buy
28,709
+432
+2% +$100K 1.65% 7
2024
Q1 		$6.44M Buy
28,277
+2,102
+8% +$436K 1.61% 13
2023
Q4 		$4.9M Buy
26,175
+15,707
+150% +$2.53M 1.42% 14
2023
Q3 		$1.56M Sell
10,468
-285
-3% -$46.6K 0.83% 32
2023
Q2 		$1.87M Buy
10,753
+475
+5% +$76.6K 0.94% 31
2023
Q1 		$1.7M Buy
10,278
+3,699
+56% +$614K 0.91% 33
2022
Q4 		$972K Sell
6,579
-147
-2% -$21.8K 0.63% 58
2022
Q3 		$907K Sell
6,726
-343
-5% -$51.9K 0.62% 58
2022
Q2 		$980K Sell
7,069
-288
-4% -$47.6K 0.6% 64
2022
Q1 		$1.38M Buy
+7,357
New +$1.33M 0.46% 82
2015
Q3 		– Sell
-31,318
Closed -$2.43M – 97
2015
Q2 		$2.43M Buy
31,318
+4,526
+17% +$359K 1.06% 39
2015
Q1 		$2.09M Buy
26,792
+8,045
+43% +$668K 1.03% 92
2014
Q4 		$1.74M Buy
+18,747
New +$1.68M 1.07% 50

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

Abacus FCF Advisors's AXP Position: Q1 2025 in Review

Abacus FCF Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 43,121 shares — an estimated $12.8M sold.

Abacus FCF Advisors first reported a position in AXP in Q4 2014 and held it in 15 quarters. The position peaked at $12.8M in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Abacus FCF Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Abacus FCF Advisors sold 43,121 American Express shares in Q1 2025, an estimated $12.8M.
  • Abacus FCF Advisors first reported a position in American Express in Q4 2014 and held it in 15 quarters.
  • Abacus FCF Advisors's American Express position peaked at $12.8M in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Abacus FCF Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.