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Castle Rock Wealth Management’s American Express AXP Stock Holding History

Castle Rock 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
Q1 		– Sell
-851
Closed -$265K – 226
2024
Q4 		$265K Buy
851
+19
+2% +$5.46K 0.06% 207
2024
Q3 		$228K Buy
+832
New +$207K 0.05% 227

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

Castle Rock Wealth Management's AXP Position: Q1 2025 in Review

Castle Rock Wealth Management sold out of American Express (AXP) in Q1 2025, closing a stake of 851 shares — an estimated $265K sold.

Castle Rock Wealth Management first reported a position in AXP in Q3 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Castle Rock Wealth Management reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 851 American Express shares in Q1 2025, an estimated $265K.
  • Castle Rock Wealth Management first reported a position in American Express in Q3 2024 and held it in 2 quarters.
  • Castle Rock Wealth Management's American Express position peaked at $265K in Q4 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Castle Rock Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.