Bank of Marin’s American Express AXP Stock Holding History

Bank of Marin’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	-1,545	Closed	-$459K	–	92
2024 Q4	$459K	Hold	1,545	–	–	0.36%	83
2024 Q3	$419K	Hold	1,545	–	–	0.34%	87
2024 Q2	$358K	Hold	1,545	–	–	0.31%	93
2024 Q1	$352K	Sell	1,545 -885	-36%	-$184K	0.31%	90
2023 Q4	$455K	Buy	2,430 +755	+45%	+$122K	0.41%	80
2023 Q3	$250K	Hold	1,675	–	–	0.24%	100
2023 Q2	$292K	Hold	1,675	–	–	0.27%	95
2023 Q1	$276K	Hold	1,675	–	–	0.26%	103
2022 Q4	$247K	Hold	1,675	–	–	0.23%	110
2022 Q3	$226K	Hold	1,675	–	–	0.22%	110
2022 Q2	$232K	Hold	1,675	–	–	0.2%	108
2022 Q1	$313K	Hold	1,675	–	–	0.23%	108
2021 Q4	$274K	Hold	1,675	–	–	0.18%	118
2021 Q3	$281K	Hold	1,675	–	–	0.21%	112
2021 Q2	$276K	Hold	1,675	–	–	0.2%	115
2021 Q1	$237K	Hold	1,675	–	–	0.19%	120
2020 Q4	$202K	Buy	+1,675	New	+$186K	0.17%	129
2020 Q1	–	Sell	-1,765	Closed	-$219K	–	113
2019 Q4	$219K	Buy	+1,765	New	+$211K	0.22%	115

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

Bank of Marin's AXP Position: Q1 2025 in Review

Bank of Marin sold out of American Express (AXP) in Q1 2025, closing a stake of 1,545 shares — an estimated $459K sold.

Bank of Marin first reported a position in AXP in Q4 2019 and held it in 18 quarters. The position peaked at $459K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Bank of Marin reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Bank of Marin sold 1,545 American Express shares in Q1 2025, an estimated $459K.
Bank of Marin first reported a position in American Express in Q4 2019 and held it in 18 quarters.
Bank of Marin's American Express position peaked at $459K in Q4 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Bank of Marin's 13F filing for Q1 2025, filed 13 May 2025.