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Capital Management Associates (New York)’s American Express AXP Stock Holding History

Capital Management Associates (New York)’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 		– Sell
-3,332
Closed -$989K – 42
2024
Q4 		$989K Sell
3,332
-864
-21% -$248K 1.16% 35
2024
Q3 		$1.14M Hold
4,196
– – 1.27% 28
2024
Q2 		$972K Sell
4,196
-112
-3% -$25.9K 1.15% 33
2024
Q1 		$981K Sell
4,308
-862
-17% -$179K 1.17% 32
2023
Q4 		$969K Buy
5,170
+230
+5% +$37K 1.23% 32
2023
Q3 		$737K Sell
4,940
-15
-0.3% -$2.45K 1.09% 36
2023
Q2 		$863K Sell
4,955
-29
-0.6% -$4.68K 1.27% 31
2023
Q1 		$822K Sell
4,984
-735
-13% -$122K 1.25% 36
2022
Q4 		$845K Buy
5,719
+286
+5% +$42.4K 1.26% 37
2022
Q3 		$733K Sell
5,433
-1,004
-16% -$152K 1.07% 43
2022
Q2 		$892K Buy
6,437
+1,013
+19% +$167K 1.31% 36
2022
Q1 		$1.01M Sell
5,424
-96
-2% -$17.3K 1.09% 49
2021
Q4 		$903K Sell
5,520
-827
-13% -$141K 0.88% 51
2021
Q3 		$1.06M Sell
6,347
-655
-9% -$110K 1.05% 44
2021
Q2 		$1.16M Sell
7,002
-100
-1% -$15.7K 1.11% 41
2021
Q1 		$1M Sell
7,102
-125
-2% -$16.5K 1.03% 43
2020
Q4 		$874K Buy
7,227
+1,618
+29% +$179K 0.95% 51
2020
Q3 		$562K Sell
5,609
-1,920
-26% -$189K 0.74% 53
2020
Q2 		$717K Sell
7,529
-1,681
-18% -$155K 1.01% 44
2020
Q1 		$788K Buy
+9,210
New +$1.07M 1.42% 26

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

Capital Management Associates (New York)'s AXP Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of American Express (AXP) in Q1 2025, closing a stake of 3,332 shares — an estimated $989K sold.

Capital Management Associates (New York) first reported a position in AXP in Q1 2020 and held it in 20 quarters. The position peaked at $1.16M in Q2 2021. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Capital Management Associates (New York) reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Capital Management Associates (New York) sold 3,332 American Express shares in Q1 2025, an estimated $989K.
  • Capital Management Associates (New York) first reported a position in American Express in Q1 2020 and held it in 20 quarters.
  • Capital Management Associates (New York)'s American Express position peaked at $1.16M in Q2 2021.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.