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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 $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 $5.7T 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 $1.47T 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