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AGF Management’s American Express AXP Stock Holding History

AGF 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
Q2 		– Sell
-8,356
Closed -$2.25M – 635
2025
Q1 		$2.25M Sell
8,356
-263
-3% -$77.7K 0.01% 449
2024
Q4 		$2.56M Sell
8,619
-18,640
-68% -$5.36M 0.01% 376
2024
Q3 		$7.39M Sell
27,259
-1,563
-5% -$389K 0.04% 239
2024
Q2 		$6.67M Buy
28,822
+953
+3% +$221K 0.04% 235
2024
Q1 		$4.89M Sell
27,869
-51,401
-65% -$10.7M 0.03% 273
2023
Q4 		$14.9M Buy
79,270
+7,840
+11% +$1.26M 0.09% 175
2023
Q3 		$10.7M Buy
+71,430
New +$11.7M 0.08% 184
2023
Q2 		– Sell
-71,760
Closed -$11.8M – 680
2023
Q1 		$11.8M Buy
71,760
+28,786
+67% +$4.78M 0.08% 189
2022
Q4 		$6.35M Buy
+42,974
New +$6.37M 0.05% 237

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
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

AGF Management's AXP Position: Q2 2025 in Review

AGF Management sold out of American Express (AXP) in Q2 2025, closing a stake of 8,356 shares — an estimated $2.25M sold.

AGF Management first reported a position in AXP in Q4 2022 and held it in 9 quarters. The position peaked at $14.9M in Q4 2023. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • AGF Management reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • AGF Management sold 8,356 American Express shares in Q2 2025, an estimated $2.25M.
  • AGF Management first reported a position in American Express in Q4 2022 and held it in 9 quarters.
  • AGF Management's American Express position peaked at $14.9M in Q4 2023.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.