Angeles Investment Advisors’s American Express AXP Stock Holding History

Angeles Investment 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	-850	Closed	-$252K	–	54
2024 Q4	$252K	Sell	850 -9	-1%	-$2.59K	0.01%	161
2024 Q3	$233K	Buy	+859	New	+$214K	0.01%	192
2024 Q2	–	Sell	-1,453	Closed	-$331K	–	215
2024 Q1	$331K	Buy	1,453 +211	+17%	+$43.8K	0.02%	160
2023 Q4	$233K	Buy	+1,242	New	+$200K	0.01%	175
2023 Q3	–	Sell	-1,278	Closed	-$223K	–	187
2023 Q2	$223K	Buy	+1,278	New	+$206K	0.02%	142
2020 Q1	–	Sell	-1,782	Closed	-$222K	–	92
2019 Q4	$222K	Hold	1,782	–	–	0.04%	81
2019 Q3	$211K	Buy	+1,782	New	+$219K	0.05%	74

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

Angeles Investment Advisors's AXP Position: Q1 2025 in Review

Angeles Investment Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 850 shares — an estimated $252K sold.

Angeles Investment Advisors first reported a position in AXP in Q3 2019 and held it in 7 quarters. The position peaked at $331K in Q1 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Angeles Investment Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 850 American Express shares in Q1 2025, an estimated $252K.
Angeles Investment Advisors first reported a position in American Express in Q3 2019 and held it in 7 quarters.
Angeles Investment Advisors's American Express position peaked at $331K in Q1 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.