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Bouvel Investment Partners’s American Express AXP Stock Holding History

Bouvel Investment 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
-28,917
Closed -$7.84M – 77
2025
Q1 		$7.84M Sell
28,917
-406
-1% -$120K 2.95% 6
2024
Q4 		$8.7M Buy
29,323
+406
+1% +$117K 3.14% 6
2024
Q3 		$7.84M Buy
28,917
+152
+0.5% +$37.8K 2.95% 6
2024
Q2 		$6.66M Sell
28,765
-105
-0.4% -$24.3K 2.58% 9
2024
Q1 		$6.57M Sell
28,870
-232
-0.8% -$48.1K 2.84% 6
2023
Q4 		$5.45M Buy
29,102
+778
+3% +$125K 2.55% 10
2023
Q3 		$4.23M Buy
28,324
+352
+1% +$57.6K 2.28% 11
2023
Q2 		$4.87M Buy
27,972
+747
+3% +$121K 2.67% 8
2023
Q1 		$4.49M Sell
27,225
-95
-0.3% -$15.8K 2.62% 8
2022
Q4 		$4.04M Sell
27,320
-178
-0.6% -$26.4K 2.6% 6
2022
Q3 		$3.71M Buy
27,498
+666
+2% +$101K 2.47% 8
2022
Q2 		$3.72M Buy
26,832
+5
+0% +$826 2.8% 8
2022
Q1 		$5.02M Buy
26,827
+948
+4% +$171K 3.06% 7
2021
Q4 		$4.23M Sell
25,879
-94
-0.4% -$16K 2.37% 12
2021
Q3 		$4.35M Buy
25,973
+679
+3% +$114K 2.46% 10
2021
Q2 		$4.18M Buy
25,294
+863
+4% +$135K 2.36% 8
2021
Q1 		$3.46M Buy
24,431
+1,347
+6% +$178K 2.22% 11
2020
Q4 		$2.79M Buy
+23,084
New +$2.56M 1.98% 19

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

Bouvel Investment Partners's AXP Position: Q2 2025 in Review

Bouvel Investment Partners sold out of American Express (AXP) in Q2 2025, closing a stake of 28,917 shares — an estimated $7.84M sold.

Bouvel Investment Partners first reported a position in AXP in Q4 2020 and held it in 18 quarters. The position peaked at $8.7M in Q4 2024. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Bouvel Investment Partners reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Bouvel Investment Partners sold 28,917 American Express shares in Q2 2025, an estimated $7.84M.
  • Bouvel Investment Partners first reported a position in American Express in Q4 2020 and held it in 18 quarters.
  • Bouvel Investment Partners's American Express position peaked at $8.7M in Q4 2024.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.