CAAS Capital Management’s American Express AXP Stock Holding History

CAAS Capital 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 Q1	$599K	Buy	2,227 +1,157	+108%	+$342K	0.06%	238
2024 Q4	$318K	Buy	+1,070	New	+$307K	0.06%	209
2023 Q4	–	Sell	-3,400	Closed	-$547K	–	520
2023 Q3	$507K	Buy	+3,400	New	+$556K	0.03%	384
2023 Q1	–	Sell	-4	Closed	-$664	–	714
2022 Q4	$591	Buy	+4	New	+$593	﹤0.01%	738

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

CAAS Capital Management's AXP Position: Q1 2025 in Review

CAAS Capital Management increased its American Express (AXP) stake by 108% in Q1 2025, buying an estimated $342K and bringing the position to 2,227 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #238.

CAAS Capital Management first reported a position in AXP in Q4 2022 and has held it in 4 quarters since. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

CAAS Capital Management held 2,227 shares of American Express worth $599K as of Q1 2025.
CAAS Capital Management bought 1,157 American Express shares in Q1 2025, an estimated $342K.
American Express made up 0.06% of CAAS Capital Management's portfolio in Q1 2025, its #238 holding.
CAAS Capital Management first reported a position in American Express in Q4 2022 and has held it in 4 quarters since.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.