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	$3.07M	Buy	11,400 +9,500	+500%	+$2.81M	0.33%	68
2024 Q4	$564K	Sell	1,900 -11,900	-86%	-$3.42M	0.1%	159
2024 Q3	$3.74M	Buy	+13,800	New	+$3.44M	0.44%	58
2024 Q2	–	Sell	-20,400	Closed	-$4.64M	–	257
2024 Q1	$4.64M	Sell	20,400 -1,200	-6%	-$249K	0.34%	86
2023 Q4	$4.05M	Sell	21,600 -15,300	-41%	-$2.46M	0.43%	64
2023 Q3	$5.51M	Buy	36,900 +500	+1%	+$81.8K	0.36%	79
2023 Q2	$6.34M	Buy	36,400 +2,300	+7%	+$371K	0.42%	68
2023 Q1	$5.62M	Buy	34,100 +25,000	+275%	+$4.15M	0.3%	88
2022 Q4	$1.34M	Buy	+9,100	New	+$1.35M	0.08%	241
2022 Q2	–	Sell	-42,900	Closed	-$8.02M	–	895
2022 Q1	$8.02M	Buy	+42,900	New	+$7.75M	0.33%	93
2021 Q1	–	Sell	-18,600	Closed	-$2.25M	–	1150
2020 Q4	$2.25M	Hold	18,600	–	–	0.02%	469
2020 Q3	$1.86M	Hold	18,600	–	–	0.04%	270
2020 Q2	$1.77M	Buy	+18,600	New	+$1.71M	0.06%	220

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.