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Capital A Wealth Management’s American Express AXP Stock Holding History

Capital A Wealth 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
Q2 		$31.8K Sell
170
-36
-17% -$10.1K 0.36% 91
2025
Q1 		$55.5K Sell
206
-172
-46% -$50.8K 0.06% 139
2024
Q4 		$112K Buy
+378
New +$109K 0.19% 101

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

Capital A Wealth Management's AXP Position: Q2 2025 in Review

Capital A Wealth Management reduced its American Express (AXP) stake by 17% in Q2 2025, selling an estimated $10.1K and leaving 170 shares worth $31.8K. The position accounts for 0.36% of the portfolio, ranked #91.

Capital A Wealth Management first reported a position in AXP in Q4 2024 and has held it in 3 quarters since. The position peaked at $112K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Capital A Wealth Management held 170 shares of American Express worth $31.8K as of Q2 2025.
  • Capital A Wealth Management sold 36 American Express shares in Q2 2025, an estimated $10.1K.
  • American Express made up 0.36% of Capital A Wealth Management's portfolio in Q2 2025, its #91 holding.
  • Capital A Wealth Management first reported a position in American Express in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's American Express position peaked at $112K in Q4 2024.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.