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Callan Capital’s American Express AXP Stock Holding History

Callan Capital’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 		$476K Buy
1,770
+305
+21% +$90.2K 0.04% 216
2024
Q4 		$435K Sell
1,465
-195
-12% -$56K 0.03% 203
2024
Q3 		$450K Buy
1,660
+390
+31% +$97.1K 0.03% 194
2024
Q2 		$294K Buy
1,270
+66
+5% +$15.3K 0.02% 243
2024
Q1 		$274K Buy
+1,204
New +$250K 0.02% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Callan Capital's AXP Position: Q1 2025 in Review

Callan Capital increased its American Express (AXP) stake by 21% in Q1 2025, buying an estimated $90.2K and bringing the position to 1,770 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #216.

Callan Capital first reported a position in AXP in Q1 2024 and has held it in 5 quarters since. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Callan Capital held 1,770 shares of American Express worth $476K as of Q1 2025.
  • Callan Capital bought 305 American Express shares in Q1 2025, an estimated $90.2K.
  • American Express made up 0.04% of Callan Capital's portfolio in Q1 2025, its #216 holding.
  • Callan Capital first reported a position in American Express in Q1 2024 and has held it in 5 quarters since.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.