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Adero Partners’s American Express AXP Stock Holding History

Adero Partners’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 		$2.36M Buy
8,780
+63
+0.7% +$18.6K 0.15% 56
2024
Q4 		$2.59M Buy
8,717
+3,773
+76% +$1.08M 0.17% 52
2024
Q3 		$1.34M Buy
4,944
+74
+2% +$18.4K 0.09% 71
2024
Q2 		$1.13M Buy
4,870
+645
+15% +$149K 0.08% 73
2024
Q1 		$962K Buy
4,225
+6
+0.1% +$1.24K 0.07% 82
2023
Q4 		$790K Sell
4,219
-110
-3% -$17.7K 0.07% 86
2023
Q3 		$646K Buy
4,329
+192
+5% +$31.4K 0.06% 92
2023
Q2 		$721K Sell
4,137
-92
-2% -$14.8K 0.07% 84
2023
Q1 		$698K Buy
4,229
+5
+0.1% +$829 0.08% 85
2022
Q4 		$624K Buy
4,224
+2,013
+91% +$298K 0.08% 87
2022
Q3 		$313K Buy
2,211
+37
+2% +$5.6K 0.04% 117
2022
Q2 		$303K Buy
2,174
+89
+4% +$14.7K 0.04% 116
2022
Q1 		$390K Sell
2,085
-26
-1% -$4.7K 0.06% 107
2021
Q4 		$345K Sell
2,111
-142
-6% -$24.2K 0.06% 124
2021
Q3 		$377K Buy
2,253
+31
+1% +$5.18K 0.07% 109
2021
Q2 		$367K Sell
2,222
-25
-1% -$3.92K 0.08% 102
2021
Q1 		$318K Buy
2,247
+25
+1% +$3.3K 0.14% 90
2020
Q4 		$269K Buy
+2,222
New +$246K 0.23% 63
2020
Q1 		– Sell
-23,148
Closed -$2.88M – 71
2019
Q4 		$2.88M Buy
+23,148
New +$2.77M 3.23% 6

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

Adero Partners's AXP Position: Q1 2025 in Review

Adero Partners increased its American Express (AXP) stake by 0.72% in Q1 2025, buying an estimated $18.6K and bringing the position to 8,780 shares worth $2.36M. The position accounts for 0.15% of the portfolio, ranked #56.

Adero Partners first reported a position in AXP in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.88M in Q4 2019. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Adero Partners held 8,780 shares of American Express worth $2.36M as of Q1 2025.
  • Adero Partners bought 63 American Express shares in Q1 2025, an estimated $18.6K.
  • American Express made up 0.15% of Adero Partners's portfolio in Q1 2025, its #56 holding.
  • Adero Partners first reported a position in American Express in Q4 2019 and has held it in 19 quarters since.
  • Adero Partners's American Express position peaked at $2.88M in Q4 2019.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.