Aveo Capital Partners’s American Express AXP Stock Holding History

Aveo Capital 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 Q2	–	Sell	-1,557	Closed	-$430K	–	21
2025 Q1	$430K	Sell	1,557 -142	-8%	-$42K	0.07%	124
2024 Q4	$504K	Buy	+1,699	New	+$488K	0.06%	205
2023 Q3	–	Sell	-1,160	Closed	-$202K	–	335
2023 Q2	$202K	Buy	+1,160	New	+$187K	0.03%	327
2022 Q2	–	Sell	-1,136	Closed	-$212K	–	269
2022 Q1	$212K	Buy	+1,136	New	+$205K	0.04%	256
2017 Q1	–	Sell	-5,926	Closed	-$439K	–	136
2016 Q4	$439K	Buy	+5,926	New	+$410K	0.13%	109

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

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

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

Aveo Capital Partners's AXP Position: Q2 2025 in Review

Aveo Capital Partners sold out of American Express (AXP) in Q2 2025, closing a stake of 1,557 shares — an estimated $430K sold.

Aveo Capital Partners first reported a position in AXP in Q4 2016 and held it in 5 quarters. The position peaked at $504K in Q4 2024. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Aveo Capital Partners reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 1,557 American Express shares in Q2 2025, an estimated $430K.
Aveo Capital Partners first reported a position in American Express in Q4 2016 and held it in 5 quarters.
Aveo Capital Partners's American Express position peaked at $504K in Q4 2024.
2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.