CAP Partners LLC’s American Express AXP Stock Holding History

CAP Partners LLC’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	-745	Closed	-$201K	–	139
2025 Q1	$201K	Buy	745 +5	+0.7%	+$1.48K	0.15%	127
2024 Q4	$220K	Sell	740 -17	-2%	-$4.88K	0.15%	125
2024 Q3	$205K	Buy	+757	New	+$188K	0.15%	126
2024 Q2	–	Sell	-927	Closed	-$211K	–	127
2024 Q1	$211K	Buy	+927	New	+$192K	0.19%	112

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAP Partners LLC's AXP Position: Q2 2025 in Review

CAP Partners LLC sold out of American Express (AXP) in Q2 2025, closing a stake of 745 shares — an estimated $201K sold.

CAP Partners LLC first reported a position in AXP in Q1 2024 and held it in 4 quarters. The position peaked at $220K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

CAP Partners LLC reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
CAP Partners LLC sold 745 American Express shares in Q2 2025, an estimated $201K.
CAP Partners LLC first reported a position in American Express in Q1 2024 and held it in 4 quarters.
CAP Partners LLC's American Express position peaked at $220K in Q4 2024.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on CAP Partners LLC's 13F filing for Q2 2025, filed 31 Jul 2025.