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Capital Market Strategies’s American Express AXP Stock Holding History

Capital Market Strategies’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
-860
Closed -$231K – 140
2025
Q1 		$231K Sell
860
-333
-28% -$98.4K 0.15% 124
2024
Q4 		$354K Hold
1,193
– – 0.2% 105
2024
Q3 		$324K Sell
1,193
-9
-0.7% -$2.24K 0.19% 103
2024
Q2 		$278K Buy
1,202
+91
+8% +$21.1K 0.18% 115
2024
Q1 		$253K Buy
1,111
+8
+0.7% +$1.66K 0.19% 116
2023
Q4 		$207K Buy
+1,103
New +$178K 0.18% 136
2022
Q2 		– Sell
-1,199
Closed -$224K – 142
2022
Q1 		$224K Buy
+1,199
New +$217K 0.19% 133

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Market Strategies's AXP Position: Q2 2025 in Review

Capital Market Strategies sold out of American Express (AXP) in Q2 2025, closing a stake of 860 shares — an estimated $231K sold.

Capital Market Strategies first reported a position in AXP in Q1 2022 and held it in 7 quarters. The position peaked at $354K in Q4 2024. 2,716 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Capital Market Strategies reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Capital Market Strategies sold 860 American Express shares in Q2 2025, an estimated $231K.
  • Capital Market Strategies first reported a position in American Express in Q1 2022 and held it in 7 quarters.
  • Capital Market Strategies's American Express position peaked at $354K in Q4 2024.
  • 2,716 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.